Karriereverlauf von Lew Katcher
Ehemalige bekannte Positionen von Lew Katcher
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Gründer | 01.01.1989 | 17.11.2022 |
Portfolio Manager-Aktien | 01.01.1989 | 17.11.2022 | |
Sutro & Co., Inc. | Corporate Officer/Principal | - | - |
Ausbildung von Lew Katcher
University of Pennsylvania | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Founder | 1 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
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 |
Sutro & Co., Inc. | Finance |
- Börse
- Insiders
- Lew Katcher
- Erfahrung