Loopbaan van Scott Upham
Eerdere bekende functies van Scott Upham
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Algemeen Directeur | 01-05-2015 | 01-01-2022 |
| Compliance Officer | 01-05-2015 | 01-01-2022 | |
| Oprichter | 01-05-2015 | 01-01-2022 | |
| Lid van de Investeringscommissie | 01-05-2015 | 01-01-2022 | |
| Portefeuillebeheerder-Aandelen | 01-05-2015 | 01-01-2022 |
Opleiding van Scott Upham
| University of Maine | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 3 |
Operationeel
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoraal
| Finance | 2 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
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