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Steven Lloyd Spare
Portefeuillebeheerder-Aandelen bij CitizensTrust Wealth Management
Profiel
Mr. Steven L.
Spare, CFA, is a Vice President & Senior Portfolio Officer at CitizensTrust Wealth Management.
He brings over 25 years of experience to this role, having worked throughout his career with institutional and individual wealth management clients.
Mr. Spare broad investment background includes knowledge in the areas of financial analysis, portfolio management, client relationship management and product development.
He received his BA degree from California Polytechnic State University, San Luis Obispo and he is a Chartered Financial Analyst and a member the CFA Institute.
Actieve functies van Steven Lloyd Spare
Bedrijven | Functie | Begin |
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CitizensTrust Wealth Management
![]() CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Steven Lloyd Spare
Bedrijven | Functie | Einde |
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Froley, Revy Investment Co., Inc. /Management/
![]() Froley, Revy Investment Co., Inc. /Management/ Financial ConglomeratesFinance Froley, Revy Investment Co., Inc. is a private company based in Los Angeles, CA. Led by management, the company provides investment services. | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Corporate Officer/Principal | - |
Lind-Waldock & Co.
![]() Lind-Waldock & Co. Investment Banks/BrokersFinance Lind-Waldock & Co. is a company that provides futures brokering services. The company is based in Chicago, IL. Lind-Waldock was acquired by REFCO Group Ltd. LLC on February 24, 2000. | Corporate Officer/Principal | - |
300 North Capital LLC
![]() 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Verkoop & Marketing | - |
Opleiding van Steven Lloyd Spare
California State Polytechnic University (Pomona) | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 5 |
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300 North Capital LLC
![]() 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Finance |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
Lind-Waldock & Co.
![]() Lind-Waldock & Co. Investment Banks/BrokersFinance Lind-Waldock & Co. is a company that provides futures brokering services. The company is based in Chicago, IL. Lind-Waldock was acquired by REFCO Group Ltd. LLC on February 24, 2000. | Finance |
Froley, Revy Investment Co., Inc. /Management/
![]() Froley, Revy Investment Co., Inc. /Management/ Financial ConglomeratesFinance Froley, Revy Investment Co., Inc. is a private company based in Los Angeles, CA. Led by management, the company provides investment services. | Finance |
CitizensTrust Wealth Management
![]() CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Finance |