Profile
Ward Paul Lindenmayer worked as a Securities Analyst at Nelson Capital Management, Inc. He then worked as a Securities Analyst at S.G.
Warburg & Co., Inc. Later, he worked as an Analyst at Montgomery Securities, Inc. He then became the President of Garland Investment Management, Inc. After that, he worked as a Portfolio Manager at SDR Capital Management, Inc. and as a Senior Vice President & Portfolio Manager at BTR Capital Management, Inc. Mr. Lindenmayer received his undergraduate degree from San Francisco State University and his MBA from the University of California, Berkeley.
Former positions of Ward Lindenmayer
| 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. | Portfolio Manager-Equities | 2022-10-31 |
SDR Capital Management, Inc.
 SDR Capital Management, Inc. Investment ManagersFinance SDR Capital Management, Inc. is a registered investment advisor located in San Francisco. | Portfolio Manager-Equities | - |
Nelson Capital Management, Inc.
 Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Corporate Officer/Principal | - |
| S.G. Warburg & Co., Inc. | Corporate Officer/Principal | - |
| Montgomery Securities, Inc. | Analyst-Equity | - |
Training of Ward Lindenmayer
| San Francisco State University | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Garland Investment Management, Inc.
 Garland Investment Management, Inc. Investment ManagersFinance Founded in 1994 by Bruce Garland, Garland Investment Management, Inc. is a registered investment advisor located in Moraga, California. | Finance |
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 |
| Montgomery Securities, Inc. | Finance |
| S.G. Warburg & Co., Inc. | Finance |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |
SDR Capital Management, Inc.
SDR Capital Management, Inc. Investment ManagersFinance SDR Capital Management, Inc. is a registered investment advisor located in San Francisco. | Finance |
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