Ursprung des Netzwerks ersten Grades von John R. Gentry
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von John R. Gentry
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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. | Investment Managers | 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. | Investment Managers | Corporate Officer/Principal | |
| University of Mississippi | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Masters Business Admin | |
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. | Investment Managers | Compliance Officer |
Statistik
International
| Vereinigte Staaten | 7 |
Sektoral
| Finance | 5 |
| Consumer Services | 3 |
Operativ
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Fixed Income | 1 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Steve Ethridge | 7 |
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