Career history of Stephen Yeatman
Former positions of Stephen Yeatman
| Companies | Position | Start | End |
|---|---|---|---|
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. | Founder | 31/12/1988 | 16/11/2022 |
| Portfolio Manager-Equities | 31/12/1988 | 16/11/2022 | |
White, Weld & Co. LLC
 White, Weld & Co. LLC Financial ConglomeratesFinance White, Weld & Co. LLC provides financial services. The private company is based in New York, NY. | Corporate Officer/Principal | - | - |
Training of Stephen Yeatman
| University of Pennsylvania | Masters Business Admin |
| Bucknell University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
White, Weld & Co. LLC
White, Weld & Co. LLC Financial ConglomeratesFinance White, Weld & Co. LLC provides financial services. The private company is based in New York, NY. | Finance |
- Stock Market
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- Stephen Yeatman
- Experience
