Tom Valenzuela active positions
Companies | Position | Start | End |
---|---|---|---|
Stewart Asset Management LLC
Stewart Asset Management LLC Investment ManagersFinance Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”). | Chief Investment Officer | 01/04/2016 | - |
Portfolio Manager-Equities | 01/04/2016 | - | |
President | 01/04/2016 | - | |
Head of Private Banking | 01/04/2016 | - |
Career history of Tom Valenzuela
Former positions of Tom Valenzuela
Companies | Position | Start | End |
---|---|---|---|
Windsor Investment Management LLC
Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Chief Investment Officer | 21/06/2010 | 31/12/2011 |
Founder | 27/10/2009 | 31/12/2011 | |
Portfolio Manager-Equities | 27/10/2009 | 31/12/2011 | |
President | 27/10/2009 | 31/12/2011 | |
Lazard Freres & Co. LLC (Broker) | Corporate Officer/Principal | 31/12/1982 | 31/12/1982 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 31/12/1980 | 31/12/1980 |
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Portfolio Manager-Equities | 01/01/2012 | - |
WPS Advisors, Inc.
WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Portfolio Manager-Equities | 01/09/2007 | 31/03/2010 |
President | 01/09/2007 | 31/03/2010 | |
Craton Equity Partners LLC
Craton Equity Partners LLC Investment ManagersFinance Craton Equity Partners LLC (Craton Equity Partners) is a private equity subsidiary of TCW Group, Inc founded in 2006. The firm is headquartered in Los Angeles, California. | Corporate Officer/Principal | - | - |
Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Chief Investment Officer | 01/01/1989 | 01/10/2005 |
Portfolio Manager-Equities | 01/01/1989 | 01/10/2005 | |
President | 01/01/1989 | 01/10/2005 |
Training of Tom Valenzuela
Yale College | Undergraduate Degree |
Yale University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistics
International
United States | 12 |
Operational
Portfolio Manager-Equities | 5 |
President | 4 |
Chief Investment Officer | 3 |
Sectoral
Finance | 9 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 8 |
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Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Finance |
Craton Equity Partners LLC
Craton Equity Partners LLC Investment ManagersFinance Craton Equity Partners LLC (Craton Equity Partners) is a private equity subsidiary of TCW Group, Inc founded in 2006. The firm is headquartered in Los Angeles, California. | Finance |
WPS Advisors, Inc.
WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Finance |
Windsor Investment Management LLC
Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Finance |
Lazard Freres & Co. LLC (Broker) | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Finance |
Stewart Asset Management LLC
Stewart Asset Management LLC Investment ManagersFinance Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”). | Finance |
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