Kevin Peter Tanner
Chief Executive Officer at Saratoga Research & Investment Management
Profile
Mr. Kevin P.
Tanner is a Chairman, Chief Executive & Investment Officer at Saratoga Research & Investment Management.
He founded the firm in 1995, establishing its foundational investment philosophy.
Since then he has developed and implemented the firm’s research and investment process while simultaneously recruiting and developing the team that has worked with him to generate one of the finest long-term investment records in the industry.
He has final say on all significant firm matters and investment decisions.
Prior to establishing the firm, he was a senior portfolio manager and a senior vice president with Prudential Securities and Smith Barney.
He is the leader of the firm and has final say on all managerial and investment decisions.
Mr. Tanner received his BS in Economics from Santa Clara University.
He is actively involved in the Saratoga Community.
Kevin Peter Tanner active positions
| Companies | Position | Start |
|---|---|---|
Saratoga Research & Investment Management
 Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Chief Executive Officer | 1995-04-30 |
Former positions of Kevin Peter Tanner
| Companies | Position | End |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Kevin Peter Tanner
| Santa Clara University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Saratoga Research & Investment Management
Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Finance |
| Prudential Securities | Finance |
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Finance |
| Smith Barney & Co., Inc. | Finance |
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