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Steve Ethridge
Compliance Officer at Guardian Investment Management
Steve Ethridge active positions
Companies | Position | Start | End |
---|---|---|---|
Guardian Investment Management
![]() Guardian Investment Management Investment ManagersFinance Guardian Investment Management (GIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tiburon, California. The firm was founded by Robert M. Tomasello and Donald L. Hansen in 1976 as a partnership. GIM provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations. | Compliance Officer | 01/05/2013 | - |
Portfolio Manager-Equities | 01/05/2013 | - |
Career history of Steve Ethridge
Former positions of Steve Ethridge
Companies | Position | Start | End |
---|---|---|---|
Stewart & Patten Co. LLC
![]() Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations. | Analyst-Equity | 01/07/1993 | 23/06/2010 |
Analyst-Fixed Income | 01/07/1993 | 23/06/2010 | |
Portfolio Manager-Equities | 01/07/1993 | 01/04/2013 | |
Portfolio Manager-Fixed Income | 01/07/1993 | 01/04/2013 | |
BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Corporate Officer/Principal | 02/01/1991 | 30/06/1993 |
SKBA Capital Management LLC
![]() SKBA Capital Management LLC Investment ManagersFinance SKBA Capital Management LLC (SKBA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Andrew Bischel in 1989. SKBA manages assets for individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, mutual funds and insurance companies. | Corporate Officer/Principal | 01/01/1988 | 31/12/1991 |
The Bank of California, NA | Corporate Officer/Principal | 01/01/1988 | - |
Training of Steve Ethridge
University of Mississippi | Undergraduate Degree |
The University of Colorado | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Stewart & Patten Co. LLC
![]() Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations. | Finance |
SKBA Capital Management LLC
![]() SKBA Capital Management LLC Investment ManagersFinance SKBA Capital Management LLC (SKBA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Andrew Bischel in 1989. SKBA manages assets for individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, mutual funds and insurance companies. | Finance |
BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Finance |
The Bank of California, NA | Finance |
Guardian Investment Management
![]() Guardian Investment Management Investment ManagersFinance Guardian Investment Management (GIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tiburon, California. The firm was founded by Robert M. Tomasello and Donald L. Hansen in 1976 as a partnership. GIM provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations. | Finance |
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