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Portfolio Managers in La Jolla, CA

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Here is a complete directory of nearly all professional Portfolio Managers in La Jolla, CA.

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16 results found

Brian Lavoie San Diego, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor/Portfolio Manager at Coastwise Capital Group, LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Coastwise Capital Group, LLC - La Jolla, CAFinancial Advisor/Portfolio Managersince Feb 2012
Skills:
Investments, Options, Hedging, High Net Worth Individuals, Asset Management, Hedge Funds, Portfolio ...

John Crick La Jolla, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManaging PartnerFinancial ManagerPartnerChief Executive

Experience & Education

Position:
Portfolio Manager at Gelber Group LLC
Location:
La Jolla, California
Industry:
Investment Management
Work history:
Gelber Group LLC Portfolio Managersince 2012Lake Hill Capital Management Managing Partner2005 - 2011

Drew Slacum San Diego, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor & Portfolio Manager at Morgan Stanley Wealth Managment
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Managment - La Jolla, CAFinancial Advisor & Portfolio Managersince Feb 2009Merrill Lynch - La Jolla, CASenior Financial AdvisorMay 2002 - Feb 2009

Matt Ramirez San Diego, CA

Professions & Specialties

Equity TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsOrderlyEstimatorFinancial AnalystTechnical SpecialistTechnical Support SpecialistsProperty ManagerReal Estate ManagerFinancial ManagerProject ManagersBuyer and SellerSales RepresentativeDesign ProfessionalDesign Expert

Experience & Education

Position:
Equity Trader at LPL Financial
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
LPL Financial - San DiegoEquity Tradersince Apr 2012Noble Americas Energy Solutions, LLC - San Deigo, CACommodity AnalystJan 2012 - Apr 2012
Real Estate Portfolio Manager at Wedgewood Enterprise Corp

J.t. Taylor San Diego, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCounselorProject ManagerAdvisorC# DeveloperPHP DeveloperInformation Technology SpecialistSharePoint AdministratorSoftware DeveloperSoftware DevelopersIT SpecialistNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorHuman Resources SpecialistRecruitmentTrickmasterObject Manipulation SpecialistProject ManagersBusiness ConsultantComputer ScientistsFinancial ManagerCommunity Service ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalMarket Research Analyst

Experience & Education

Position:
Consultant at Dexcom
Location:
Greater San Diego Area
Industry:
Information Technology and Services
Work history:
Dexcom - Greater San Diego AreaConsultantsince May 2012Hershey Technologies - Greater San Diego AreaConsultantJun 2012 - Jul 2012
..White-box testing harnesses to test the Portfolio Manager Business Intelligence and Report..

David Lynn San Diego, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerManagerBoard MemberChairpersonOwnerOperations ManagerManagement Team ExecutiveChief ExecutiveNon-ProfitAdvisorPhilanthropeFinancial ManagerInvestorVolunteerBusiness Intelligence ProfessionalOrganization ManagementBusiness ConsultantData AnalystSalesForce AdministratorInformation Technology SpecialistSoftware DeveloperSoftware DevelopersInformation Systems AnalystIT AnalystData Entry SpecialistData ScientistDatabase Administration ProfessionalDatabase AdministratorIT SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Board Member at San Diego Grantmakers, Investment Manager at The Price Group, President at Mission...
Title:
Investment Manager / Non-Profit Constituent and Financial Data Systems / Philanthropic Life Focus
Location:
San Diego, California
Industry:
Philanthropy
Work history:
San Diego Grantmakers - Greater San Diego AreaBoard Membersince Jan 2012The Price Group - La Jolla, CAInvestment Managersince Feb 2011
Skills:
Portfolio Management, Business Analytics, Decision Support, Databases, Non-profits, CMS, Risk...
Financial Analyst / Portfolio Manager at The Price Group

Nick Paytas San Diego, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSupporting MemberSenior AnalystTeam MemberAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Position:
Associate at Altegris Investments
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Altegris Investments - La Jolla, CAAssociatesince Aug 2013Altegris Investments - La Jolla, CASenior AnalystJun 2012 - Aug 2013
Portfolio Manager at Diversified Strategic Investm..

Mark Oemcke La Jolla, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial DirectorChief Restructuring OfficerFinancial OfficerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHuman Resources SpecialistRecruitmentGeneral and Operations ManagerDirector of OperationsOperations ManagerCorporate ExecutiveReal Estate Sales Agent

Experience & Education

Position:
Chief Financial Officer at CICA Inc
Location:
La Jolla, California
Industry:
Financial Services
Work history:
CICA Inc Chief Financial Officersince Aug 2013Trigild - Greater San Diego AreaChief Financial OfficerFeb 2012 - Aug 2013
Portfolio Manager at Dowling & Yahnke Inc

Steven Hong La Jolla, CA

Professions & Specialties

PartnerChief Executive OfficerVice President of FinanceFinancial DirectorFounderChief ExecutiveCorporate ExecutiveVice PresidentFinancial OfficerFinancial ManagerFounding MemberController

Experience & Education

Work

Company:
Tac financial, inc - San Diego, CA
Vp of finance / controller
Company:
Atm-health, inc - San Diego, CA
Founder and chief financial officer

Ramona Ferreira La Jolla, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerDistrict ManagerCorporate ExecutiveChief ExecutiveRegion ManagerArea ManagerManagersOperations ManagerFinancial ManagerAdvisorBachelor of ScienceReal Estate Sales AgentReal Estate Manager

Experience & Education

Work

Company:
Ebmc - Poway, CA
District manager
Company:
Uc san diego - La Jolla, CA
General manager - graduate and staff housing

Skills

ARGUS, Excel

Jeff Repetto Fort Myers, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentOwnerManaging PartnerChief ExecutivePartnerFinancial ManagerConstructionProperty ManagerReal Estate ManagerServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Owner at Re-Screening Pro
Title:
Owner of Re-Screening Pro, LLC
Location:
Fort Myers, Florida
Industry:
Construction
Work history:
Re-Screening Pro - Ft Myers, FLOwnersince Jul 2005Barracuda Capital Management, LLC - La Jolla, CAManaging Partner, Portfolio Manager1997 - 2000

Nicole Hwang San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSummer AssociateParalegalMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerFinancial Manager

Experience & Education

Title:
Summer Associate at Jefferies & Company
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
UCLA Anderson School of Management - Greater Los Angeles AreaMBA CandidateSep 2011 - Jun 2013Jefferies & Company Summer AssociateJun 2012 - Aug 2012

Gail Rasmussen Seattle, WA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President & Senior Regional Credit Officer at Wells Fargo
Title:
Senior Regional Credit Officer at Wells Fargo
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Wells Fargo Senior Vice President & Senior Regional Credit Officersince 2001Union Bank - Wenatchee, WAVice President & Senior Portfolio ManagerJun 1998 - Aug 2001

Alejandro Aizpuru Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerUnderwriterLicensed Real Estate BrokerProperty ManagerReal Estate ManagerLegal CounselCredit AnalystLoan AccountantCertified Public AccountantControllerFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing AdministratorAnalystAnalystsDirectorFinancial ManagerOperations ManagerMarketing ManagerRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportSystems ArchitectSoftware DevelopersBachelor of ScienceDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Senior Underwriter, AVP at Wells Fargo Wealth Mangement Group
Title:
Senior Underwriter, AVP - Wells Fargo Wealth Management Group - Beverly Hills
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo Wealth Mangement Group - Beverly Hills, CASenior Underwriter, AVPsince Apr 2011San Diego Private Bank - La Jolla, CASenior Credit Analyst AVPMay 2010 - Apr 2011
Skills:
Excel (Macros, V and H lookups, Pivot Tables), Financial Statement Analysis, IBM Cognos Impromptu,...
Portfolio Manager AVP at 1st Pacific Bank of Calif..

Preston Mcdonald Atlanta, GA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerAnalystsStudent WorkerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President, Risk Management at Atlantic Capital Bank
Location:
Greater Atlanta Area
Industry:
Banking
Work history:
Atlantic Capital Bank - Greater Atlanta AreaVice President, Risk Managementsince Apr 2013SunTrust Robinson Humphrey - Atlanta, GAVice President, Asset Based LendingJul 2008 - Apr 2013

Robert Raczkowski Stamford, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior AnalystAnalystAnalystsVice PresidentFinancial ManagerChief ExecutiveArea ManagerManagersFounderFounding MemberCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerRegion ManagerHuman Resources SpecialistRecruitmentInformation Technology SpecialistSoftware DevelopersIT Specialist

Experience & Education

Position:
Senior Analyst & Portfolio Manager at Ruth Asset Management I, LP
Title:
Senior Analyst / Portfolio Manager - Ruth Asset Management
Location:
Stamford, Connecticut
Industry:
Investment Management
Work history:
Ruth Asset Management I, LP - Stamford, CTSenior Analyst & Portfolio Managersince 2006Infospace - Bellevue, WAVice President - Mobile & Online Search2005 - 2006


Portfolio Managers near La Jolla, CA0122244366488610San DiegoCarlsbadEncinitasSolana BeachRancho Santa FeLa MesaCardiff by the SeaDel Mar



Portfolio Managers around La Jolla, CA

Del Mar  (1)
Encinitas  (9)
La Mesa  (3)
San Diego  (608)
Solana Beach  (5)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (16)