Steven Lloyd Spare
Portfolio Manager-Equities at CitizensTrust Wealth Management
Network origin in Steven Lloyd Spare first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven Lloyd Spare via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Oakmont Corp.
 Oakmont Corp. Investment ManagersFinance Oakmont Corp. is a private family office and registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Day in 1980. Oakmont provides investment advice to high-net worth individuals, trusts, corporations, foundations, partnerships and limited liability companies. | Investment Managers | Analyst-Equity | |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Portfolio Manager-Equities | |
| St. Mary's College of California | College/University | Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
| Big Brothers Big Sisters of Greater Los Angeles | Director/Board Member | ||
AVR Asset Management LLC
 AVR Asset Management LLC Investment ManagersFinance AVR Asset Management LLC is a hedge fund manager located in San Francisco, California. | Investment Managers | Chief Investment Officer | |
| CVB FINANCIAL CORP. | Regional Banks | Chief Investment Officer |
Statistics
International
| United States | 10 |
Sectoral
| Finance | 7 |
| Consumer Services | 3 |
Operational
| Portfolio Manager-Equities | 4 |
| Chief Investment Officer | 3 |
| Analyst-Equity | 2 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Don Evenson | 10 |
| Richard McDonald | 1 |
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