Steve Ethridge
Compliance Officer bei Guardian Investment Management
Ursprung des Netzwerks ersten Grades von Steve Ethridge
Einheit | Art der Einheit | Industrie | |
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SKBA Capital Management LLC
SKBA Capital Management LLC Investment ManagersFinance SKBA Capital Management LLC (SKBA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Andrew Bischel in 1989. SKBA manages assets for individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, mutual funds and insurance companies.
4
| Private Company | Investment Managers | 4 |
Stewart & Patten Co. LLC
Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations.
3
| Subsidiary | Investment Managers | 3 |
Guardian Investment Management
Guardian Investment Management Investment ManagersFinance Guardian Investment Management (GIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tiburon, California. The firm was founded by Robert M. Tomasello and Donald L. Hansen in 1976 as a partnership. GIM provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations.
2
| Private Company | Investment Managers | 2 |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steve Ethridge
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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California State University-Sacramento | College/University | Masters Business Admin Undergraduate Degree | |
Golden Gate University | College/University | Masters Business Admin | |
Violich Capital Management
Violich Capital Management Investment ManagersFinance Founded by Paul Violich in 1999, Violich Capital Management is a registered investment advisor located in San Francisco. The firm was formerly known as Paul A. Violich, Inc. They provide investment management services to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Georgetown University | College/University | Undergraduate Degree | |
The Wentworth Co., Inc.
The Wentworth Co., Inc. Personnel ServicesCommercial Services The Wentworth Co., Inc. provides recruitment services for professional, technical, managerial, and executive positions. It serves information technology, construction, finance, retail, manufacturing, and health care industries. The company was founded in 1984 and is headquartered in San Pedro, CA. | Personnel Services | Corporate Officer/Principal | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Dodge & Cox
Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Investment Managers | Corporate Officer/Principal | |
University of Iowa | College/University | Undergraduate Degree | |
Utah State University | College/University | Undergraduate Degree | |
California Pacific Medical Center
California Pacific Medical Center Miscellaneous Commercial ServicesCommercial Services California Pacific Medical Center operates medical centers. It offers acute and specialty care services including obstetrics, gynecology, cardiovascular, pediatrics, neurosciences, orthopedics, and organ transplantation. The company is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Chairman | |
University of San Francisco | College/University | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
J. M. Forbes & Co. LLP
J. M. Forbes & Co. LLP Investment ManagersFinance J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations. | Investment Managers | Corporate Officer/Principal | |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
Willamette University | College/University | Undergraduate Degree | |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
University of California, Davis | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 24 |
Sektoral
Finance | 12 |
Consumer Services | 11 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 13 |
Portfolio Manager-Equities | 10 |
Undergraduate Degree | 9 |
Analyst-Equity | 4 |
Founder | 4 |
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