George Brown Bolton
Chief Investment Officer bei WestEnd Capital Management LLC
Profil
Mr. George B.
Bolton is Chief Investment Officer & Portfolio Manager at WestEnd Capital Management LLC.
Mr. Bolton previously joined Alex Brown & Sons in Baltimore, Maryland and rose quickly, becoming a principal in 1989.
In 1987, George relocated to San Francisco.
In 1991, he became a Managing Partner at Alex Brown.
While leading institutional equity sales on the West Coast, Mr. Bolton also successfully ran separately managed accounts for high net worth individuals and generated notable returns well in excess of leading industry indexes.
In 2004, Mr. Bolton left DB Alex Brown to become a Partner and Chief Investment Officer at WestEnd Capital Management.
He graduated with honors from the University of Virginia in 1985 with a Bachelor of Arts degree in Economics.
Aktive Positionen von George Brown Bolton
Unternehmen | Position | Beginn |
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WestEnd Capital Management LLC
WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Chief Investment Officer | 01.03.2004 |
Ehemalige bekannte Positionen von George Brown Bolton
Unternehmen | Position | Ende |
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Alex. Brown & Sons, Inc. | Analyst-Equity | - |
Ausbildung von George Brown Bolton
University of Virginia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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WestEnd Capital Management LLC
WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Finance |
Alex. Brown & Sons, Inc. | Finance |