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Steven Edward Cutcliffe
Chief Executive Officer at Abbrea Capital LLC
Steven Edward Cutcliffe active positions
Companies | Position | Start | End |
---|---|---|---|
Abbrea Capital LLC
![]() Abbrea Capital LLC Investment ManagersFinance Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts. | Chief Executive Officer | 2015-06-30 | - |
Founder | 2015-06-30 | - | |
Portfolio Manager-Equities | 2015-06-30 | - |
Career history of Steven Edward Cutcliffe
Former positions of Steven Edward Cutcliffe
Companies | Position | Start | End |
---|---|---|---|
CSI Capital Management, Inc.
![]() CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | Investment Committee Member | 2002-12-31 | 2011-04-30 |
President | 2002-12-31 | 2011-04-30 | |
3Bridge Capital LLC | President | - | 2002-12-31 |
SunTrust Banks, Inc. (Wealth Management)
![]() SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Portfolio Manager-Equities | 2011-04-30 | - |
McGinn Smith & Co. Securities
![]() McGinn Smith & Co. Securities Investment Banks/BrokersFinance Founded in 1980, McGinn Smith & Co. Securities is a privately-held, full-service investment banking and brokerage firm. Headquartered in Albany, New York, they also provide online trading services. Key industries include media, entertainment and leisure, insurance, finance and technology. The firm is a member of the NASD and the SIPC. | Corporate Officer/Principal | - | - |
Hanson Investment Management Co. | Portfolio Manager-Equities | - | - |
Training of Steven Edward Cutcliffe
Dartmouth College | Undergraduate Degree |
Tuck School of Business at Dartmouth | Masters Business Admin |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Equities | 3 |
President | 2 |
Investment Committee Member | 1 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
CSI Capital Management, Inc.
![]() CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | Finance |
3Bridge Capital LLC | Finance |
Hanson Investment Management Co. | Finance |
McGinn Smith & Co. Securities
![]() McGinn Smith & Co. Securities Investment Banks/BrokersFinance Founded in 1980, McGinn Smith & Co. Securities is a privately-held, full-service investment banking and brokerage firm. Headquartered in Albany, New York, they also provide online trading services. Key industries include media, entertainment and leisure, insurance, finance and technology. The firm is a member of the NASD and the SIPC. | Finance |
SunTrust Banks, Inc. (Wealth Management)
![]() SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
Abbrea Capital LLC
![]() Abbrea Capital LLC Investment ManagersFinance Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts. | Finance |