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Steve Yamshon
Chief Executive Officer at Stevens First Principles Investment Advisors
Profile
Mr. Steven L.
Yamshon is a Managing Principal at Stevens First Principles Investment Advisors.
He has been providing investment advice and managing investments for high net worth individuals, non-profit organizations and companies for over thirty-five years.
He is responsible for asset allocation, investment management, and security selection.
Mr. Yamshon was previously employed as a Chairman by City of Hope (California), a Treasurer by Harvard Business Association of Orange County, an Advisor by MCA, Inc., an Advisor by Security Pacific National Bank, an Advisor by State of California, a Founding Member by Tech Coast Angels, Inc., an Advisor by The California State University, an Advisor by University of California, Los Angeles, and a Principal by USDA Forest Service.
He graduated from California State University, Sacramento with a Bachelor of Science Degree in Environmental Resources with honors and has also earned his Certificate in General Forestry from the University of Maryland.
He completed his 2 year certificate in engineering management from Caltech.
Mr. Yamshon studied at the Yale School of Forestry and Environmental Science Forestry for Executives Program in 2009 and 2013.
Mr. Yamshon earned his Master’s Degree in Business with a concentration in International Business from the University of Redlands and studied Finance and Economics at The University of London Business School and the Institute of Economics and Political Science at Cambridge University as part of his program.
He is also a graduate of the Harvard Business School Owner President Management Program (Class OPM 14, 1989) where he studied general management and received his OPM degree/certificate.
Mr. Yamshon is also a graduate of the UCLA Anderson Graduate School of Management Executive Program (Class EP064) where he studied economics, finance, management, and strategy.
Steve Yamshon active positions
Companies | Position | Start |
---|---|---|
Stevens First Principles Investment Advisors
![]() Stevens First Principles Investment Advisors Investment ManagersFinance Stevens First Principles Investment Advisors (SFP) is an independent investment advisory firm headquartered in Irvine, California. Founded in 1986, the firm provides investment and portfolio management, financial counseling and planning to individuals, families, trusts, retirement plans, and endowments. | Chief Executive Officer | 01/10/1986 |
Former positions of Steve Yamshon
Companies | Position | End |
---|---|---|
Tech Coast Angels, Inc.
![]() Tech Coast Angels, Inc. Investment ManagersFinance Tech Coast Angels, Inc. (Tech Coast Angels) is an angel firm founded in 1997 by Luis Villalobos. The firm is headquartered in Irvine, California. | Founder | - |
City of Hope National Cancer Institute
![]() City of Hope National Cancer Institute Hospital/Nursing ManagementHealth Services City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA. | Chairman | - |
University of California, Los Angeles | Corporate Officer/Principal | - |
Harvard Business Association of Orange County
![]() Harvard Business Association of Orange County Miscellaneous Commercial ServicesCommercial Services Harvard Business Association of Orange County operates as alumni clubs. The non-profit company is based in Corona del Mar, CA. | Treasurer | - |
State of California | Corporate Officer/Principal | - |
Training of Steve Yamshon
University of Redlands | Masters Business Admin |
Sacramento State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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Stevens First Principles Investment Advisors
![]() Stevens First Principles Investment Advisors Investment ManagersFinance Stevens First Principles Investment Advisors (SFP) is an independent investment advisory firm headquartered in Irvine, California. Founded in 1986, the firm provides investment and portfolio management, financial counseling and planning to individuals, families, trusts, retirement plans, and endowments. | Finance |
USDA Forest Service
![]() USDA Forest Service General GovernmentGovernment USDA Forest Service manages public lands in national forests and grasslands. It engages in preserving public forest lands and overseeing the commercial harvesting of timber. The company also provides states and private landowners with technical and financial assistance to promote rural economic development and improve the natural resources. USDA Forest Service was founded in 1905 and is headquartered in Washington, DC. | Government |
Security Pacific National Bank | Finance |
MCA, Inc.
![]() MCA, Inc. Movies/EntertainmentConsumer Services MCA, Inc. is based in Universal City, CA. Part of Panasonic Holdings Corp., MCA, Inc. is a company that produces films and television programs and publishes music. MCA was acquired by Panasonic Holdings Corp. on January 03, 1991 for $6,588.80 million. | Consumer Services |
State of California | Government |
Harvard Business Association of Orange County
![]() Harvard Business Association of Orange County Miscellaneous Commercial ServicesCommercial Services Harvard Business Association of Orange County operates as alumni clubs. The non-profit company is based in Corona del Mar, CA. | Commercial Services |
Tech Coast Angels, Inc.
![]() Tech Coast Angels, Inc. Investment ManagersFinance Tech Coast Angels, Inc. (Tech Coast Angels) is an angel firm founded in 1997 by Luis Villalobos. The firm is headquartered in Irvine, California. | Finance |
City of Hope National Cancer Institute
![]() City of Hope National Cancer Institute Hospital/Nursing ManagementHealth Services City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA. | Health Services |
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