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Steve LaRosa
Analyst-Equity at Edgemoor Investment Advisors, Inc.
Steve LaRosa active positions
Companies | Position | Start | End |
---|---|---|---|
Edgemoor Investment Advisors, Inc.
![]() Edgemoor Investment Advisors, Inc. Investment ManagersFinance Edgemoor Investment Advisors, Inc. (Edgemoor) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded in 1999 by Thomas P. Meehan as Edgemoor Capital Management, Inc. Edgemoor provides investment advisory services to high net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, foundations, and a registered investment company (mutual fund). | Analyst-Equity | 2021-07-31 | - |
Portfolio Manager-Equities | 2021-07-31 | - |
Career history of Steve LaRosa
Former positions of Steve LaRosa
Companies | Position | Start | End |
---|---|---|---|
Gabelli Asset Management, Inc. | Corporate Officer/Principal | 1996-12-31 | 2002-12-30 |
Mt. Eden Investment Advisors LLC
![]() Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Analyst-Equity | 2005-12-31 | - |
Portfolio Manager-Equities | 2005-12-31 | - | |
Portfolio Manager-Fixed Income | 2010-11-21 | - |
Training of Steve LaRosa
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Boston College | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Mt. Eden Investment Advisors LLC
![]() Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Finance |
Gabelli Asset Management, Inc. | Finance |
Edgemoor Investment Advisors, Inc.
![]() Edgemoor Investment Advisors, Inc. Investment ManagersFinance Edgemoor Investment Advisors, Inc. (Edgemoor) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded in 1999 by Thomas P. Meehan as Edgemoor Capital Management, Inc. Edgemoor provides investment advisory services to high net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, foundations, and a registered investment company (mutual fund). | Finance |
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