Steven Michael Vannelli
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Profil
Mr. Vannelli joined BTR Capital Management in 2004.
Previously, he was with KJMM Investment Management for twelve years as a Managing Director.
Mr. Vannelli received a BS from the University of California, Berkeley.
He also received a MBA from Syracuse University.
Ehemalige bekannte Positionen von Steven Michael Vannelli
| Unternehmen | Position | Ende |
|---|---|---|
KJMM Investment Management Co., Inc.
 KJMM Investment Management Co., Inc. Investment ManagersFinance KJMM Investment Management Co., Inc. is an investment company. The company is based in San Francisco, CA. KJMM Investment Management Co. was acquired by Stein Roe & Farnham, Inc. on April 16, 1996. | Corporate Officer/Principal | - |
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. | Portfolio Manager-Aktien | - |
Ausbildung von Steven Michael Vannelli
| University of California, Berkeley | Undergraduate Degree |
| Syracuse University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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. | Finance |
KJMM Investment Management Co., Inc.
KJMM Investment Management Co., Inc. Investment ManagersFinance KJMM Investment Management Co., Inc. is an investment company. The company is based in San Francisco, CA. KJMM Investment Management Co. was acquired by Stein Roe & Farnham, Inc. on April 16, 1996. | Finance |
