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Portfolio Managers in California

Portfolio Managers in Santa Barbara, CA

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75 results found

Christopher Dixon Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Marketing Manager • Customer Service • Client Service Officer • Entertainer

Experience & Education

Position:
Portfolio Manager at Moet Hennessy USA
Title:
"Champagne Everyday"
Location:
Santa Barbara, California Area
Industry:
Restaurants
Work history:
Moet Hennessy USA - Santa BarbaraPortfolio Managersince Oct 2009
Skills:
Restaurants, Luxury, Pricing, Brand Management, Marketing, Investments, Sales Management,...
Full Profile

Masha Azar Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Analysts

Experience & Education

Position:
AVP, Portfolio Manager at SBB&T Investment Management
Location:
Santa Barbara, California Area
Industry:
Investment Management
Full Profile

Matt Woodruff Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Vice President • Partner • Chief Administrative Officer • Financial Manager • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Operations Manager • Project Managers • Buyer and Seller • Managers • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager at LYNX Management, Inc.
Title:
Property Manager at LYNX Management, Inc.
Location:
Santa Barbara, California
Industry:
Real Estate
Work history:
LYNX Management, Inc. - Santa Barbara, CAPortfolio Managersince Dec 2012My New Financial Advisor, Inc. - Santa Barbara, CAVice President, Campaign OperationsOct 2011 - May 2012
Certifications:
Real Estate Salesperson License, CA Dept. of Real Estate
Advanced Open Water Diver, PADI
Full Profile

Brooke Malik Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Teaching Assistant • Educational Assistant Teacher • Partner • Chief Executive • Financial Manager • Investor • Operations Manager • Customer Relations • Managers • Tour Guide • Researcher • Survey Researcher • Student Worker

Experience & Education

Position:
Climate Corps Fellow at Environmental Defense Fund, Teaching Assistant at UCSB Technology...
Title:
EDF Climate Corps Fellow at San Diego State University
Location:
Santa Barbara, California
Industry:
Environmental Services
Work history:
Environmental Defense Fund - San Diego State UniversityClimate Corps Fellowsince Jun 2013UCSB Technology Management Program - Santa BarbaraTeaching Assistantsince Sep 2012
Full Profile

Amar Saati Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Portfolio Manager
Location:
Santa Barbara, California
Industry:
Investment Management
Full Profile

Katy Janeway Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Account Service Manager • Client Service Officer • Financial Manager • Customer Service • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive • PR and Communications Professional • Team Member • Manufacturing Laborer • Laborer • Public Relations Professinal • Government Administration Officer • Civil Servant • Legislator • Student Worker

Experience & Education

Position:
Portfolio Manager at Western Community Housing
Location:
Santa Barbara, California Area
Industry:
Real Estate
Work history:
Western Community Housing - Orange County, California AreaPortfolio Managersince Jan 2013ReviveHealth Account ExecutiveJan 2011 - Jan 2013
Full Profile

Warren Bitters Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
SVP/Sr. Portfolio Manager at Rabobank
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Rabobank SVP/Sr. Portfolio ManagerPlanMember Services Corporation Senior Investment Strategist2000 - 2008
Full Profile

Bob Combs Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Analyst • Team Member • Analysts • Manager • Operations Manager • Financial Manager • Program Director • Software Developer • Software Developers

Experience & Education

Position:
Associate at Booz Allen Hamilton
Location:
Santa Barbara, California Area
Industry:
Think Tanks
Work history:
Booz Allen Hamilton - Vandenberg Air Force BaseAssociatesince Jan 2007Citizens Advisers Quantitative Analyst/Portfolio Manager2002 - 2005
Skills:
Systems Engineering, Space Systems, Decision Support, Modeling and Simulation, STK, GIS analysis,...
Languages:
Spanish
Full Profile

Joe Lambert Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Investment Officer • Management Analysts • Financial Manager • School Principal • School Administrator • Educational Manager • Security • Advisor

Experience & Education

Position:
Chief Investment Officer at Lambert Private Equity LLC, Portfolio Manager at Lambert Capital...
Title:
Chief Investment Officer at Lambert Private Equity LLC
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Lambert Private Equity LLC - Santa Barbara, California AreaChief Investment Officersince Jan 1990Lambert Capital Management - Santa Barbara, California AreaPortfolio Managersince Jan 1988
Full Profile

Andy Mitchell Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Portfolio Manager at Pacificor LLC
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Pacificor LLC Portfolio Manager
Full Profile

Chase Muller Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Grant capital partners
Portfolio manager
Company:
Peloton capital management - Santa Barbara, CA
Trading assistant
Full Profile

Caleb Overton Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Manager • Chief Executive • Operations Manager • Financial Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner/Portfolio Manager at Biltmore Wealth Management, LLC.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Biltmore Wealth Management, LLC. - 735 State St. Santa Barbara, Ca. 93105Owner/Portfolio Managersince May 2012Tremblay Financial Wealth ManagementSep 2002 - May 2012
Full Profile

Sarada Royyuru Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Portfolio Manager at Santa Barbara Funds
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Santa Barbara Funds Portfolio Manager
Full Profile

Bruce Wood Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Apartment portfolio manager
Full Profile

Wenda Baerg Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Portfolio Manager at Santa Barbara Bank & Trust
Location:
Santa Barbara, California Area
Industry:
Banking
Full Profile

James Herrell Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director • Vice President • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Position:
Director of Investments at Partnervest Financial Group
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Partnervest Financial Group Director of Investmentssince 2008Pacific Capital Bancorp Vice President, Portfolio ManagerOct 2000 - Sep 2003
Skills:
Equity research and management, options and derivatives strategies, quantitative portfolio...
Full Profile

Ted Friedel Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Portfolio Manager at Retired
Location:
Santa Barbara, California Area
Industry:
Investment Management
Full Profile

Steve Katz Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Chief Executive • Software Developers

Experience & Education

Position:
Director at Atherton Lane Advisers, LLC
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Atherton Lane Advisers, LLC Directorsince Feb 2005Portola Group Portfolio ManagerNov 1999 - Feb 2005
Full Profile

Don Farnsworth Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President and Senior Portfolio Manager at Morgan Stanley Wealth Management
Title:
Vice President and Senior Portfolio Manager with Morgan Stanley Wealth Management
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Santa Barbara, CaliforniaVice President and Senior Portfolio Managersince Oct 2008A.G. Edwards Vice PresidentJan 1989 - Oct 2008
Full Profile

Kieran Osborne Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Research Officer • Manager • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Portfolio Manager at Mission Wealth Management
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Mission Wealth Management - Santa Barbara, California AreaPortfolio Managersince Feb 2013Merk Investments - Palo Alto, CADirector of Research, Co-Portfolio Manager2008 - Feb 2013
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

John Kinsella Santa Barbara, CA

Professions & Specialties

Trader • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Manager • Partner • Project Managers • Operations Manager • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Technology Manager • Technical Managers • Buyer and Seller • Sales Representative • Software Developer • Software Developers

Experience & Education

Position:
Proprietary Trader/Portfolio Manager at Opus Trading Fund
Title:
Trader/PM Opus Trading Fund
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Opus Trading Fund Proprietary Trader/Portfolio Managersince Jan 1995Schonfeld Securities Proprietary Trader/Portfolio ManagerJan 1995 - Jan 2002
Full Profile

Ann Hutchins Santa Barbara, CA

Professions & Specialties

Investment Analyst • Portfolio Manager • Puchasing and Estimating Manager • Sports Trainer • Sports Trainers • Board Member • Chief Investment Officer • Management Team Executive • Operations Manager • Financial Manager • Management Analysts • Counselor • Independent Consultant • Advisor • Independent Business Owners • Trainer • Chief Executive • Non-Profit • Accounting Bookkeeper • Bookkeeper • Chief Judge • Judge • Psychology Specialist

Experience & Education

Position:
Financial Coach at Ann B. Hutchins, Board Member at Eleos Foundation
Title:
Financial Coach
Location:
Santa Barbara, California Area
Industry:
Executive Office
Work history:
Ann B. Hutchins - Santa Barbara, California AreaFinancial Coachsince Jan 2012Eleos Foundation - Santa Barbara, California AreaBoard Membersince Dec 2011
Skills:
Coaching, Investments, Entrepreneurship, Asset Managment, Executive Coaching, Marketing, Small...
Certifications:
ACC, International Coach Federation
Full Profile

Chase Muller Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Financial Manager • Chief Executive • Analysts • Student Worker

Experience & Education

Position:
Portfolio Manager / Research at Peters Capital Group
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Peters Capital Group - Santa Barbara, California AreaPortfolio Manager / Researchsince Mar 2013Grant Capital Partners Partner / Jr Portfolio ManagerMar 2008 - Feb 2013
Skills:
Hedge Funds, FX Derivatives, Derivatives Trading, Trading, Portfolio Management, Bloomberg,...
Full Profile

Karen Mims Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Community Manager • Managers • Financial Manager

Experience & Education

Position:
Portfolio Manager / Staff Development at The Towbes Group
Title:
Portfolio Manager / Employee Development at The Towbes Group
Location:
Santa Barbara, California Area
Industry:
Real Estate
Work history:
The Towbes Group Portfolio Manager / Staff Developmentsince Apr 2010Riverstone Residential Group - Marina del Rey / Santa Monica, CACommunity ManagerJun 2006 - Apr 2010
Full Profile

Jefferson Bruner Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Founding Member • Sales Representative

Experience & Education

Position:
Senior VP & Portfolio Manager at McAdams Wright Ragen
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
McAdams Wright Ragen Senior VP & Portfolio Managersince Nov 2010Wells Fargo Advisors Senior VP & Portfolio Manager2000 - 2010
Full Profile

Seth Harvey Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Manager • Team Member

Experience & Education

Position:
Vice President at Rabobank
Title:
Financial Analyst/Credit Underwriting
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Rabobank Vice Presidentsince Apr 2013Export-Import Bank of the United States - Washington D.C.Portfolio Manager, Transportation Portfolio Mgmt.Oct 2011 - Feb 2013
Full Profile

John Steffen Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Managing Partner • Co-Founder • Partner • Chief Executive • Financial Manager • Founder • Founding Member

Experience & Education

Position:
Managing Partner at Sutter Mill Capital Management
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Sutter Mill Capital Management Managing Partnersince 2011Blue Danube Capital Management Managing Partner2005 - 2011
Full Profile

Neil Sutherland Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Principal - Portfolio Manager at STW Fixed Income Management
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
STW Fixed Income Management Principal - Portfolio Managersince Nov 2008AXA Investment Managers - London, United KingdomSenior Investment Manager2001 - 2008
Full Profile

Charles Faulding Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Loan Officer • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Loan Officer at Santa Barbara Bank & Trust, VP, Portfolio Manager, Small Business Lending Group ...
Title:
VP, Portfolio Manager, Small Business Lendigh Group at Pacific Capital Bancorp
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Santa Barbara Bank & Trust Loan Officersince Jan 1997Pacific Capital Bancorp VP, Portfolio Manager, Small Business Lending Groupsince Jan 1997
Full Profile

Jason Mochi Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager

Experience & Education

Position:
Vice President | Portfolio Manager | Financial Advisor at Morgan Stanley Wealth Management
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - 1014 Santa Barbara Street, Santa Barbara, CA 93101Vice President | Portfolio Manager | Financial Advisorsince Mar 2009
Full Profile

Joe Lambert Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Marketing Director • Financial Manager • Chief Executive

Experience & Education

Position:
Director of Marketing at Singular Research, Portfolio Manager/Owner at Lambert Capital Management
Title:
Portfolio Manager Owner at Lambert Capital Management
Location:
Santa Barbara, California Area
Industry:
Research
Work history:
Singular Research Director of MarketingLambert Capital Management Portfolio Manager/Ownersince Dec 1988
Full Profile

Tricia Mills Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Senior Portfolio Manager at US Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
US Trust Senior Vice President, Senior Portfolio Manager
Full Profile

Robert Perez Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Broker Associate • Real Estate Sales Agent • Financial Manager • Real Estate Manager • Operations Manager • Command Sergeant Major • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Arts • Customer Service

Experience & Education

Work

Company:
Newmark merrill companies
Portfolio manager
Company:
Hayes commercial group - Santa Barbara, CA
Broker associate

Skills

Property Management, Leasing, Budgeting, Project Planning and Oversight, Tenant/Vendor Relations
Full Profile

Phil Bugay Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Senior Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr.Vice President, Portfolio Manager at Morgan Stanley Smith Barney, Senior VP/ Portfolio Manager...
Title:
Sr.Vice President, Portfolio Manager at Morgan Stanley Smith Barney
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Sr.Vice President, Portfolio ManagerMorgan Stanley Smith Barney Senior VP/ Portfolio Managersince 1981
Full Profile

George Tharakan Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Investment professional at Investment Management
Title:
Portfolio Manager
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Investment Management Investment professionalsince Jan 1997Roxbury Capital Management Senior Vice President1997 - 2001
Full Profile

Philip Bugay Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior V.P./ Senior Portfolio Manager at Morgan Stanley Smith Barney
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Senior V.P./ Senior Portfolio Manager
Full Profile

Brian Schaffield Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Managing Member • Manager • Operations Manager • Financial Manager • Advisor

Experience & Education

Position:
Managing Member at Summa Capital Management
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Summa Capital Management Managing Membersince Jul 2006
Full Profile

John Kinsella Santa Barbara, CA

Professions & Specialties

Trader • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager

Experience & Education

Work

Company:
G2 trading llc
Proprietary trader/portfolio manager
Company:
Schonfeld group holdings llc - New York, NY
Proprietary trader/portfolio manager
Full Profile

Sagi Alkobi Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Financial Manager

Experience & Education

Work

Company:
Zada development group
Portfolio manager
Company:
Central park village
Property operations manager
Full Profile

Douglas Keyes Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Work

Company:
Advise financial
Portfolio manager accounting services
Company:
Merrill lynch, traverse city
Financial advisor
Full Profile

Dylan Baker Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
MHUSA - Portfoilio Manager at Southern Wine & Spirits
Title:
Portfolio Manager - MHUSA at Southern Wine & Spirits
Location:
Santa Barbara, California Area
Industry:
Wine and Spirits
Work history:
Southern Wine & Spirits MHUSA - Portfoilio Managersince May 2006
Full Profile

Teri Sudduth Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Title:
Portfolio Manager at JM Development, Inc.
Location:
Santa Barbara, California Area
Industry:
Real Estate
Full Profile

Aaron Dowd Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Portfolio Manager at Northern Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Full Profile

Charlie Faulding Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
VP, Portfolio Manager, Small Business Lendigh Group at Pacific Capital Bancorp
Location:
Santa Barbara, California Area
Industry:
Financial Services
Full Profile

Lindsay Leonard Santa Barbara, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Owner • Founder • Chief Administrative Officer • Chief Executive • Founding Member • Representative • Security • Research Analyst • Economist • Research Assistant • Researcher • Survey Researcher • Agent • Sales Representative • Director • Management Analysts • Financial Manager • Operations Manager • Publisher • Publishing Professional • Mathematics • Biologist • Biological Scientist • Mathematician • Patient Care Technician • Patient Support Representative • Healthcare Support • Fiduciary • Trust Law Attorney • Lawyers • Bachelor of Science • Market Research Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner and Founder at Santa Barbara Estate Services
Title:
Owner and Founder, Santa Barbara Estate Services
Location:
Santa Barbara, California Area
Industry:
Consumer Services
Work history:
Santa Barbara Estate Services Owner and Foundersince Jan 2009Dunvegan Associates Research AnalystApr 2009 - Feb 2010
Skills:
Investments, Equity Research, Equities, Industry Analysis, Valuation, Research, Analysis, Data...
..of the Chief Investment Officer and Portfolio Manager
Full Profile

Jesse Redmond Santa Barbara, CA

Professions & Specialties

Puchasing and Estimating Manager • Founder • Chief Research Officer • Founding Member • Chief Executive • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Investor • Certified Nurse Aide • Nurse • Nurse Practitioner • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Financial Manager • Team Member • Government Service Executive • Government Administration Officer • Civil Servant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder | Editor in Chief at Hedged + Co., Founder | Director of Research at Next Alternatives
Title:
Founder at Next Alternatives
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Hedged + Co. - Santa Barbara, California AreaFounder | Editor in Chiefsince Apr 2013Next Alternatives - Santa Barbara, CAFounder | Director of Researchsince Jan 2013
Founder | Co-Portfolio Manager at Evolved Alpha
Full Profile

Bruce Kennedy Santa Barbara, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Owner • Managing Member • Co-Founder • Senior Vice President • Director • Chief Executive • Manager • Operations Manager • Founder • Founding Member • Vice President • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • School Administrator • Educational Manager • Sales Representative

Experience & Education

Title:
Owner, Starfish Partners LLC
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Starfish Partners LLC Managing MemberFeb 2004 - Mar 2008Provident Investment Counsel Senior Vice President/ Director of Fixed IncomeSep 1995 - Mar 2006
Skills:
Fixed Income, Mutual Funds, Municipal, Asset Management, Portfolio Management, Asset Managment
Principal / Portfolio Manager at STW Fixed Income Management
Full Profile

Joe O'flaherty Santa Barbara, CA

Professions & Specialties

Trader • Portfolio Manager • Brokerage Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Vice President • Chief Executive • Financial Officer • Financial Manager • Project Managers • Project Manager • Master of Business Administration

Experience & Education

Position:
Asst. Vice President, Research Analyst at Nuveen Asset Management
Title:
International Research Analyst
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Nuveen Asset Management - Santa Barbara, California AreaAsst. Vice President, Research Analystsince Mar 2013Santa Barbara Asset Management - Santa Barbara, CaliforniaInternational Research AnalystNov 2009 - Feb 2013
Full Profile

Bruce Kennedy Santa Barbara, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Owner • Managing Member • Co-Founder • Senior Vice President • Director • Chief Executive • Manager • Operations Manager • Founder • Founding Member • Vice President • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Sales Representative

Experience & Education

Title:
Owner, Starfish Partners LLC
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Starfish Partners LLC Managing MemberFeb 2004 - Mar 2008Provident Investment Counsel Senior Vice President/ Director of Fixed IncomeSep 1995 - Mar 2006
Principal / Portfolio Manager at STW Fixed Income Management
Full Profile

Heather Mathews Santa Barbara, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analyst • Analysts • Chief Executive • Financial Manager • Student Worker

Experience & Education

Position:
Consultant at Global Systematic Investors
Title:
Global Systematic Investors LLP, Consultant
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Global Systematic Investors - London, United KingdomConsultantsince Mar 2011University of Pennsylvania Office of Investments ConsultantMar 2010 - Apr 2011
Portfolio Manager at Dimensional Fund Advisors
Full Profile


Portfolio Managers near Santa Barbara, CA03691215San Luis ObispoBakersfieldVenturaCamarilloPismo BeachOxnardSanta YnezSanta MariaNipomoOjai