Karriereverlauf von Scott Upham
Ehemalige bekannte Positionen von Scott Upham
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Cribstone Capital Management LLC
 Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Vorstandsvorsitzender | 01.05.2015 | 01.01.2022 |
| Compliance Officer | 01.05.2015 | 01.01.2022 | |
| Gründer | 01.05.2015 | 01.01.2022 | |
| Mitglied des Investmentausschusses | 01.05.2015 | 01.01.2022 | |
| Portfolio Manager-Aktien | 01.05.2015 | 01.01.2022 |
Ausbildung von Scott Upham
| University of Maine | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Cribstone Capital Management LLC
Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Finance |
- Börse
- Insiders
- Scott Upham
- Erfahrung
