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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 | 30/04/2015 | 31/12/2021 |
Compliance Officer | 30/04/2015 | 31/12/2021 | |
Founder | 30/04/2015 | 31/12/2021 | |
Investment Committee Member | 30/04/2015 | 31/12/2021 | |
Portfolio Manager-Equities | 30/04/2015 | 31/12/2021 |
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 |
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