BTR Capital Management

Description

Address: 11921 Freedom Dr, Reston, VA 20190 Phone: (703) 904-4375Website: : : : : : : Hours: Category: Place name: Website: http://www.btrcap.com/ Category: Professional Services Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BTR Management Posting publicly on the Web Write a review Reviews Be the first to review

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BTR Capital Management Employees

Employee
Years
Job
Industry
Jay Butler, CPA, CFA Jay Butler, CPA, CFA San Francisco, California Details
Jay Butler, CPA, CFA's BTR Capital Management Experience August 2005 - Present
Job Principal, Director of Research, and Portfolio Manager at BTR Capital Management
Industry Investment Management
Experience
BTR Capital Management   August 2005 - Present
Orford Capital Management   September 2004 - August 2005
SDR Capital Management   April 2002 - September 2004
U.S. Trust   October 1998 - April 2002
PwC  June 1993 - July 1998

Education
New York University - Leonard N. Stern School of Business   1993 — 1996
MBA, Accounting and Finance

Cornell University   1989 — 1993
BA, History

Adam Schneiberg Adam Schneiberg San Francisco Bay Area Details
Adam Schneiberg's BTR Capital Management Experience August 2010 - November 2014
Job Director of Equity Research & Portfolio Manager at Jacobs & Company
Industry Investment Management
Experience
Jacobs & Company   December 2014 - Present
BTR Capital Management   August 2010 - November 2014
Morgan Stanley  September 2006 - November 2008
Various Firms  June 1996 - June 2006
Donaldson, Lufkin & Jenrette   1991 - 1994

Skills
Portfolio Management, Asset Allocation, Investments, Equity Research, Mutual Funds, Equities, Financial Modeling, Series 7, Investment Management, Fixed Income, Wealth Management, Investment Strategies, Securities, Hedge Funds, Investment Banking, Finance, Retirement Planning

Education
University of Pennsylvania - The Wharton School   1994 — 1996
MBA, Finance

University of Michigan   1984 — 1990
BA, Economics, Cum Laude

Sidwell Friends School   1982 — 1986

John Stratton, CPA, CFA John Stratton, CPA, CFA San Francisco, California Details
John Stratton, CPA, CFA's BTR Capital Management Experience February 1993 - Present
Job Principal, President, and Portfolio Manager at BTR Capital Management
Industry Investment Management
Experience
BTR Capital Management   February 1993 - Present

Skills
Investment Management, Portfolio Management, Wealth Management, Equity Research

Education
CSU Sacramento
Bachelor of Science (B.S.), Accounting

Wesley Cullinane Wesley Cullinane San Francisco, California Details
Wesley Cullinane's BTR Capital Management Experience February 2012 - Present
Job Trader & Operations Associate at BTR Capital Management
Industry Investment Management
Experience
BTR Capital Management   February 2012 - Present
Join Joanna Rees for Mayor 2011   August 2011 - November 2011
Capital Analysts of New England, Inc.   August 2007 - August 2011

Education
Bentley University
Bachelor of Science, Major: Finance; Minor: English

Robert (Skip) Maples Robert (Skip) Maples San Francisco Bay Area Details
Robert (Skip) Maples's BTR Capital Management Experience 1994 - 1996
Job vice president at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  December 2001 - April 2014
Berkeley Capital Management   1996 - 2001
BTR Capital Management   1994 - 1996
Cleary, Gull, Reiland & McDevitt   1990 - 1994
Piper Jaffray  1986 - 1990
United States Peace Corps  1982 - 1984
U.S. House of Representatives office of Representative Millicent Fenwick   1979 - 1982

Skills
Alternative Investments, Series 7, Wealth Management, Investments, Asset Management, Equities, Securities, Series 63, Investment Management, Fixed Income, Investment Advisory, Portfolio Management, Security Analysis, Capital Markets, Asset Allocation, Hedge Funds, Management, Equity Research

Education
Harvard Business School   1984 — 1986
Master of Business Administration (MBA), general management

Dartmouth College   1975 — 1979
Bachelor of Arts (B.A.), history

Stephen Portnoy Stephen Portnoy San Francisco, California Details
Stephen Portnoy's BTR Capital Management Experience January 2012 - June 2012
Job Client Services Manager at BluePointe Capital Management
Industry Investment Management
Experience
BluePointe Capital Management   January 2014 - Present
BluePointe Capital Management   July 2012 - January 2014
BTR Capital Management   January 2012 - June 2012
Mellon Transition Management   September 2010 - June 2011
RBC Wealth Management  September 2005 - December 2008

Education
University of Hartford

Elizabeth Kurniawan-Ormeño Elizabeth Kurniawan-Ormeño San Francisco, California Details
Elizabeth Kurniawan-Ormeño's BTR Capital Management Experience July 2002 - Present
Job Principal and Operations Manager at BTR Capital Management
Industry Investment Management
Experience
BTR Capital Management   July 2002 - Present

Education
Loyola Marymount University   1994 — 1996
Bachelor's degree

Loren Walden, CFA Loren Walden, CFA San Francisco Bay Area Details
Loren Walden, CFA's BTR Capital Management Experience 1994 - 1999
Job Blue Oak Capital, LLC
Industry Investment Management
Experience
Blue Oak Capital, LLC   April 1999 - Present
University of San Francisco  2005 - Present
CFASF   January 2000 - January 2015
BTR Capital Management   1994 - 1999
Brookside Capital, Inc   1990 - 1994

Skills
Portfolio Management, Strategic Financial..., Financial Analysis, Investment Advisory, Financial Advisory, Investment Management, Teaching, Asset Management, Public Speaking

Education
Menlo College   1985 — 1990
B.A., Communications

Lewis Katcher Lewis Katcher San Francisco, California Details
Lewis Katcher's BTR Capital Management Experience October 1989 - Present
Job Principal, Chief Investment Officer, and Portfolio Manager at BTR Capital Management
Industry Investment Management
Experience
BTR Capital Management   October 1989 - Present

Skills
Asset Allocation, Investment Management

Education
Wharton Business School   1966 — 1968
MBA, finance

Josh Mayer Josh Mayer Greater Chicago Area Details
Josh Mayer's BTR Capital Management Experience 1996 - 2000
Job Chief Operating Officer at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management  April 2014 - Present
Envestnet Asset Management  January 2011 - Present
Envestnet Asset Management  2000 - January 2011
BTR Capital Management   1996 - 2000
Camp Dudley YMCA  1985 - 1990

Education
Georgetown University   1992 — 1996

Thomas Chiang, MBA Thomas Chiang, MBA San Francisco, California Details
Thomas Chiang, MBA's BTR Capital Management Experience November 2010 - December 2010
Job Marketing and Project Management Professional
Industry Marketing and Advertising
Experience
Crunchyroll, Inc.   May 2015 - Present
Nantucket Brand Clothing Co   November 2014 - February 2015
Cisco Systems  May 2013 - July 2014
C.M. Construction Co.   July 2009 - September 2012
Osborne Partners Capital Management  November 2010 - January 2011
BTR Capital Management   November 2010 - December 2010
SFPUC  June 2008 - September 2008
City and County of San Francisco  June 2006 - September 2006
Gap Inc.  June 2005 - September 2005

Skills
Project Management, Management, Budgets, Microsoft Excel, Marketing, Training, Public Relations, Time Management, Customer Service, PowerPoint, MS Project, Product Management, Leadership, Negotiation, Social Media, Digital Marketing, Product Marketing, Brand Management, Social Media Marketing, Microsoft Office, Google Adwords, Google Analytics, Editing, Data Analysis, Facebook, LinkedIn, Twitter, Multi Tasking, Software Documentation

Education
University of California, Davis - Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Marketing and Business Development

University of California, Davis   2005 — 2009
BA, International Relations, Economics