Erick Elon Ormsby
Founder at Alcosta Capital Management, Inc.
Profile
Erick Elon Ormsby is the founder and currently serves as the President & Chief Investment Officer at Alcosta Capital Management, Inc. which he founded in 2003.
He previously worked as a Financial Consultant at Merrill Lynch & Co., Inc. and as a Securities Analyst at Insight Capital Research & Management, Inc. Mr. Ormsby received his undergraduate degree from the University of California, Davis in 1993.
Erick Elon Ormsby active positions
| Companies | Position | Start |
|---|---|---|
Alcosta Capital Management, Inc.
 Alcosta Capital Management, Inc. Investment ManagersFinance Alcosta Capital Management, Inc. (Alcosta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded by Erick Ormsby in 2003. Alcosta offers discretionary management of investment portfolios for individuals, trusts and pension plans. | Founder | 2003-10-31 |
Former positions of Erick Elon Ormsby
| Companies | Position | End |
|---|---|---|
Insight Capital Research & Management, Inc.
 Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors. | Analyst-Equity | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Consultant / Advisor | - |
Training of Erick Elon Ormsby
| University of California, Davis | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Insight Capital Research & Management, Inc.
Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors. | Finance |
Alcosta Capital Management, Inc.
Alcosta Capital Management, Inc. Investment ManagersFinance Alcosta Capital Management, Inc. (Alcosta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded by Erick Ormsby in 2003. Alcosta offers discretionary management of investment portfolios for individuals, trusts and pension plans. | Finance |
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