BTR Capital Management
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
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
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
BTR Capital Management February 1993 - Present
Skills
Investment Management, Portfolio Management, Wealth Management, Equity Research
Education
CSU Sacramento
Bachelor of Science (B.S.), Accounting
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
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
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
BTR Capital Management July 2002 - Present
Education
Loyola Marymount University 1994 — 1996
Bachelor's degree
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
BTR Capital Management October 1989 - Present
Skills
Asset Allocation, Investment Management
Education
Wharton Business School 1966 — 1968
MBA, finance
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
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