Profile
Loren W.
Walden was the founder of Blue Oak Capital LLC, which was founded in 1999, where he held the title of Principal from 2011 to 2012.
He held the position of Principal at BTR Capital Management, Inc. from 1994 to 1998 and was a Research Associate & Portfolio Administrator at Brookside Capital, Inc. in 1993.
Mr. Walden received his undergraduate degree from Menlo College in 1990.
Former positions of Loren W. Walden
| Companies | Position | End |
|---|---|---|
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Corporate Officer/Principal | - |
Brookside Capital, Inc.
 Brookside Capital, Inc. Investment ManagersFinance Brookside Capital, Inc. is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by James Rea in 1989. They provide investment management services to high-net worth individuals and charitable organizations. | Corporate Officer/Principal | 1993-12-30 |
Blue Oak Capital LLC
 Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts. | Founder | - |
Training of Loren W. Walden
| Menlo College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Finance |
Brookside Capital, Inc.
Brookside Capital, Inc. Investment ManagersFinance Brookside Capital, Inc. is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by James Rea in 1989. They provide investment management services to high-net worth individuals and charitable organizations. | Finance |
Blue Oak Capital LLC
Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts. | Finance |
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