Steve LaRosa
Analyst-Equity bei Edgemoor Investment Advisors, Inc.
Profil
Mr. Steve D.
LaRosa, CFA MBA, is a Director & Senior Portfolio Manager at Edgemoor Investment Advisors, Inc. He is a member of Edgemoor’s Investment Selection Committee and develops and manages client relationships.
He researches equity and income investments and provides asset allocation advice.
He has more than 20 years’ experience as an investment advisor.
Before joining Edgemoor, Mr. LaRosa was a Senior Portfolio Manager at Bank of America Private Bank, where he was responsible for managing over $1 billion in client assets.
Prior to Bank of America, he was a Portfolio Manager at Mt.
Eden Investment Advisors, where he managed client portfolios and conducted research for the firm’s internal large cap equity strategy.
He began his career at Gabelli Funds, where he conducted equity research on securities in the Gabelli Multimedia Trust, a closed-end equity mutual fund.
He holds a B.S.
from the Boston College Carroll School of Management and an MBA from Columbia Business School.
Aktive Positionen von Steve LaRosa
Unternehmen | Position | Beginn |
---|---|---|
Edgemoor Investment Advisors, Inc.
Edgemoor Investment Advisors, Inc. Investment ManagersFinance Edgemoor Investment Advisors, Inc. (Edgemoor) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded in 1999 by Thomas P. Meehan as Edgemoor Capital Management, Inc. Edgemoor provides investment advisory services to high net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, foundations, and a registered investment company (mutual fund). | Analyst-Equity | 01.08.2021 |
Ehemalige bekannte Positionen von Steve LaRosa
Unternehmen | Position | Ende |
---|---|---|
Gabelli Asset Management, Inc. | Corporate Officer/Principal | 31.12.2002 |
Mt. Eden Investment Advisors LLC
Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Analyst-Equity | - |
Ausbildung von Steve LaRosa
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Boston College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Mt. Eden Investment Advisors LLC
Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Finance |
Gabelli Asset Management, Inc. | Finance |
Edgemoor Investment Advisors, Inc.
Edgemoor Investment Advisors, Inc. Investment ManagersFinance Edgemoor Investment Advisors, Inc. (Edgemoor) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded in 1999 by Thomas P. Meehan as Edgemoor Capital Management, Inc. Edgemoor provides investment advisory services to high net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, foundations, and a registered investment company (mutual fund). | Finance |