Profile
Ms. Lori D.
Gillem is a Chief Operating Officer at West Coast Asset Management, Inc.
Ms. Gillem was previously employed as Head of Operations by Walstad Investment Counsel, Inc. and a Manager by STW Fixed Income Management.
Ms. Gillem received her undergraduate degree from Montgomery College.
Former positions of Lori D. Gillem
| Companies | Position | End |
|---|---|---|
Walstad Investment Counsel, Inc.
 Walstad Investment Counsel, Inc. Investment ManagersFinance Walstad Investment Counsel, Inc. provides investment advice. The private company is based in Santa Barbara, CA. | Corporate Officer/Principal | 31/03/2005 |
STW Fixed Income Management
 STW Fixed Income Management Investment ManagersFinance Founded in 1977, STW Fixed Income Management is a registered investment advisor and specialty bond manager located in Carpinteria, California. The firm manages portfolios of taxable and tax-exempt bonds for high net-worth individuals, wealthy families, insurance companies, nuclear decommissioning trusts and settlement trusts. | Corporate Officer/Principal | 31/12/1994 |
West Coast Asset Management, Inc.
 West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Chief Operating Officer | - |
Training of Lori D. Gillem
| Montgomery College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
West Coast Asset Management, Inc.
West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Finance |
STW Fixed Income Management
STW Fixed Income Management Investment ManagersFinance Founded in 1977, STW Fixed Income Management is a registered investment advisor and specialty bond manager located in Carpinteria, California. The firm manages portfolios of taxable and tax-exempt bonds for high net-worth individuals, wealthy families, insurance companies, nuclear decommissioning trusts and settlement trusts. | Finance |
Walstad Investment Counsel, Inc.
Walstad Investment Counsel, Inc. Investment ManagersFinance Walstad Investment Counsel, Inc. provides investment advice. The private company is based in Santa Barbara, CA. | Finance |
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