Career history of Scott Upham
Former positions of Scott Upham
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 01/05/2015 | 01/01/2022 |
| Compliance Officer | 01/05/2015 | 01/01/2022 | |
| Founder | 01/05/2015 | 01/01/2022 | |
| Investment Committee Member | 01/05/2015 | 01/01/2022 | |
| Portfolio Manager-Equities | 01/05/2015 | 01/01/2022 |
Training of Scott Upham
| University of Maine | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Scott Upham
- Experience
