Private Asset Management
Description
Address: 3201 Danville Blvd # 275, Alamo, CA 94507 Hours: Closed ⋅ Opens 8:30AM Wed Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (925) 838-1234Category: : : : : Place name: : Website: : Website: http://lodestarpam.com/ Category: Financial Planner 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. 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 Lodestar Private Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
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Private Asset Management Employees
Employee
Years
Job
Industry
Jeff Witt Jeff Witt's Private Asset Management Experience January 2005 - Present
Job Board of Directors at CFA Society of San Diego
Industry Financial Services
Experience
CFA Society of San Diego July 2011 - Present
Private Asset Management January 2005 - Present
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Research, Strategic Planning, Analysis, Equities, Valuation, Risk Management, Financial Analysis, Product Development, Due Diligence, Financial Modeling, Asset Allocation, Private Equity, Business Strategy, Economics, Budgeting, Negotiation, Compliance, Writing, Non-profits, Market Research, Public Speaking, Asset Managment
Education
University of Colorado Boulder 1992 — 1996
Bachelor's Degree, Economics
CFA Society of San Diego July 2011 - Present
Private Asset Management January 2005 - Present
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Research, Strategic Planning, Analysis, Equities, Valuation, Risk Management, Financial Analysis, Product Development, Due Diligence, Financial Modeling, Asset Allocation, Private Equity, Business Strategy, Economics, Budgeting, Negotiation, Compliance, Writing, Non-profits, Market Research, Public Speaking, Asset Managment
Education
University of Colorado Boulder 1992 — 1996
Bachelor's Degree, Economics
Robyn Bottomley Robyn Bottomley's Private Asset Management Experience July 2005 - February 2008
Job Development Director at The San Diego River Park Foundation
Industry Nonprofit Organization Management
Experience
The San Diego River Park Foundation 2013 - Present
Helping NonProfits Thrive From The Inside Out July 2012 - 2013
O.N.E. Research Foundation February 2011 - August 2012
Robyn Bottomley, LLC March 2008 - February 2011
Mingei International Museum July 2010 - October 2010
Challenge Center February 2010 - October 2010
San Diego Social Venture Partners 2008 - August 2009
La Cena 2008 - 2009
Private Asset Management July 2005 - February 2008
Skills
Non-profits, Special Events, Strategic Planning, Marketing Strategy, Event Management, Fundraising, Public Speaking, Annual Giving, Leadership, Public Relations, Leadership Development, Nonprofits, Philanthropy, Marketing, Event Planning, Community Outreach, Program Development, Volunteer Management, Grant Writing, Grants, Board Development, Planned Giving, Community Development, Non-profit..., Stewardship, Proposal Writing, Media Relations
Education
University of San Diego
B.S., Marketing and Finance
The San Diego River Park Foundation 2013 - Present
Helping NonProfits Thrive From The Inside Out July 2012 - 2013
O.N.E. Research Foundation February 2011 - August 2012
Robyn Bottomley, LLC March 2008 - February 2011
Mingei International Museum July 2010 - October 2010
Challenge Center February 2010 - October 2010
San Diego Social Venture Partners 2008 - August 2009
La Cena 2008 - 2009
Private Asset Management July 2005 - February 2008
Skills
Non-profits, Special Events, Strategic Planning, Marketing Strategy, Event Management, Fundraising, Public Speaking, Annual Giving, Leadership, Public Relations, Leadership Development, Nonprofits, Philanthropy, Marketing, Event Planning, Community Outreach, Program Development, Volunteer Management, Grant Writing, Grants, Board Development, Planned Giving, Community Development, Non-profit..., Stewardship, Proposal Writing, Media Relations
Education
University of San Diego
B.S., Marketing and Finance
Victoria Morrison Victoria Morrison's Private Asset Management Experience 1998 - 2001
Job VP, Contract Finance at MountainView Capital
Industry Financial Services
Experience
MountainView Capital Holdings 2013 - Present
Aurora Bank FSB 2002 - 2013
Lehman Brothers 2002 - 2008
Private Asset Management 1998 - 2001
Skills
Project Execution, Mortgage Servicing, Cross-functional..., Financial Services, Loans, Risk Management, Project Management, Vendor Management, Mortgage Lending, Loss Mitigation, Financial Modeling, Call Centers, Mortgage Banking, Process Improvement, Banking, Project Portfolio..., Management, Loan Servicing, Operational Risk..., Cross-functional Team..., Business Requirements, Refinance, FHA, SharePoint, Finance, Executive Management, Leadership, SDLC, Mergers & Acquisitions, Credit, Loan Origination, Portfolio Management, Underwriting, Credit Analysis, Funding, Due Diligence
Education
State University of New York College of Environmental Sciences and Forestry
Bachelor (BLA)
MountainView Capital Holdings 2013 - Present
Aurora Bank FSB 2002 - 2013
Lehman Brothers 2002 - 2008
Private Asset Management 1998 - 2001
Skills
Project Execution, Mortgage Servicing, Cross-functional..., Financial Services, Loans, Risk Management, Project Management, Vendor Management, Mortgage Lending, Loss Mitigation, Financial Modeling, Call Centers, Mortgage Banking, Process Improvement, Banking, Project Portfolio..., Management, Loan Servicing, Operational Risk..., Cross-functional Team..., Business Requirements, Refinance, FHA, SharePoint, Finance, Executive Management, Leadership, SDLC, Mergers & Acquisitions, Credit, Loan Origination, Portfolio Management, Underwriting, Credit Analysis, Funding, Due Diligence
Education
State University of New York College of Environmental Sciences and Forestry
Bachelor (BLA)
Jason Buol, CFA Jason Buol, CFA's Private Asset Management Experience January 2008 - Present
Job Chief Economist/Research Analyst at Private Asset Management
Industry Investment Management
Experience
Private Asset Management January 2008 - Present
HSBC March 2007 - January 2008
Federal Reserve of St. Louis January 2003 - August 2005
Wells Fargo Home Mortgage June 1999 - August 2001
Education
University of California, San Diego 2005 — 2007
University of Missouri-Saint Louis 2001 — 2003
M.A.
University of Wisconsin-Madison 1995 — 1999
B.S.
Private Asset Management January 2008 - Present
HSBC March 2007 - January 2008
Federal Reserve of St. Louis January 2003 - August 2005
Wells Fargo Home Mortgage June 1999 - August 2001
Education
University of California, San Diego 2005 — 2007
University of Missouri-Saint Louis 2001 — 2003
M.A.
University of Wisconsin-Madison 1995 — 1999
B.S.
Rick Paler Rick Paler's Private Asset Management Experience July 2001 - January 2004
Job President, RL Paler Investment Advisors, LLC | A FeeOnly Financial Planning Firm | Registered Investment Adviser
Industry Investment Management
Experience
RL Paler Investment Advisors, LLC 2004 - Present
Tracy Rotary Endowment July 2005 - September 2006
Private Asset Management July 2001 - January 2004
Charles Schwab & Co. February 1993 - July 2001
Olde Discount March 1992 - January 1993
Merrill Lynch January 1990 - March 1992
Edward Jones January 1988 - December 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Finance, Strategic Planning, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Financial Analysis, Budgets, 401k Rollovers, NFL Second Career..., 401k, Stock Research, Fixed Income, Stock Market, Stock Option, NFL, USATF, MLB, NBA, NHL, USSF, USMNT, Sports Entertainment, Athlete Marketing, Football, Personal Finance, Wealth Management..., Series 7, Securities, Retirement, Wealth, Athletics, Financial Planning, Public Speaking, Event Management, Management
Education
Eastern Michigan University 1983 — 1987
B.S., Sports Medicine
Catholic Central 1979 — 1983
RL Paler Investment Advisors, LLC 2004 - Present
Tracy Rotary Endowment July 2005 - September 2006
Private Asset Management July 2001 - January 2004
Charles Schwab & Co. February 1993 - July 2001
Olde Discount March 1992 - January 1993
Merrill Lynch January 1990 - March 1992
Edward Jones January 1988 - December 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Finance, Strategic Planning, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Financial Analysis, Budgets, 401k Rollovers, NFL Second Career..., 401k, Stock Research, Fixed Income, Stock Market, Stock Option, NFL, USATF, MLB, NBA, NHL, USSF, USMNT, Sports Entertainment, Athlete Marketing, Football, Personal Finance, Wealth Management..., Series 7, Securities, Retirement, Wealth, Athletics, Financial Planning, Public Speaking, Event Management, Management
Education
Eastern Michigan University 1983 — 1987
B.S., Sports Medicine
Catholic Central 1979 — 1983
Marianne Nardone Telenko's Private Asset Management Experience October 2005 - April 2009
Job Managing Editor at Private Wealth Focus
Industry Newspapers
Experience
Private Wealth Focus November 2009 - Present
Private Asset Management October 2005 - April 2009
Skills
Journalism, Publishing, Editing, Social Media, Copy Editing, Media Relations, Public Relations, Blogging, Magazines, Copywriting, Press Releases, Marketing Communications, Publications, New Media, Digital Media, Editorial, Newsletters, Storytelling, Strategic Communications, Corporate Communications
Education
New York University 1994 — 1997
Master of Arts (M.A.), Journalism
The Catholic University of America 1987 — 1991
BA, English
Private Wealth Focus November 2009 - Present
Private Asset Management October 2005 - April 2009
Skills
Journalism, Publishing, Editing, Social Media, Copy Editing, Media Relations, Public Relations, Blogging, Magazines, Copywriting, Press Releases, Marketing Communications, Publications, New Media, Digital Media, Editorial, Newsletters, Storytelling, Strategic Communications, Corporate Communications
Education
New York University 1994 — 1997
Master of Arts (M.A.), Journalism
The Catholic University of America 1987 — 1991
BA, English
Kevin Pilot's Private Asset Management Experience January 1997 - January 1998
Job Graduate Student at Talbot Theological Seminary
Industry Financial Services
Experience
Talbot Theological Seminary January 2004 - Present
Private Wealth Advisors January 2004 - September 2008
Vulture Holdings LLC January 2000 - January 2002
KCI Publications January 1997 - January 2000
Private Asset Management January 1997 - January 1998
Phoenix Capital Management January 1994 - January 1997
Glenfed Financial January 1990 - January 1994
Great Western Financial January 1988 - January 1990
Merrill Lynch January 1985 - January 1988
Skills
Quickbooks, Excel, Access, Microsoft Publisher, QuickBooks, Microsoft Excel, C++, Public Speaking, Portfolio Management, Investments, Strategy
Education
2012 - Talbot Theological Seminary 2010 — 2012
MA, Biblical Languages/NT Studies, 3.72
2009 - Talbot Theological Seminary 2007 — 2009
MA, Philosophy, 3.71
2006 - Talbot Theological Seminary 2004 — 2006
MA, Systematic Theology, 3.67
Biola University 1982 — 1986
BS, Business Administration, 3.5
Talbot Theological Seminary January 2004 - Present
Private Wealth Advisors January 2004 - September 2008
Vulture Holdings LLC January 2000 - January 2002
KCI Publications January 1997 - January 2000
Private Asset Management January 1997 - January 1998
Phoenix Capital Management January 1994 - January 1997
Glenfed Financial January 1990 - January 1994
Great Western Financial January 1988 - January 1990
Merrill Lynch January 1985 - January 1988
Skills
Quickbooks, Excel, Access, Microsoft Publisher, QuickBooks, Microsoft Excel, C++, Public Speaking, Portfolio Management, Investments, Strategy
Education
2012 - Talbot Theological Seminary 2010 — 2012
MA, Biblical Languages/NT Studies, 3.72
2009 - Talbot Theological Seminary 2007 — 2009
MA, Philosophy, 3.71
2006 - Talbot Theological Seminary 2004 — 2006
MA, Systematic Theology, 3.67
Biola University 1982 — 1986
BS, Business Administration, 3.5
Ed Cross's Private Asset Management Experience February 2002 - Present
Job Director of IT at a Private Company
Industry Information Services
Experience
Private Asset Management February 2002 - Present
Education
Longview Community College 1993 — 1997
Private Asset Management February 2002 - Present
Education
Longview Community College 1993 — 1997
Eric Techau's Private Asset Management Experience April 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Private Asset Management April 2008 - Present
Education
University of Minnesota-Twin Cities 2004 — 2007
Private Asset Management April 2008 - Present
Education
University of Minnesota-Twin Cities 2004 — 2007
Alejandro Bates's Private Asset Management Experience January 2003 - Present
Job President/Head Trader
Industry Investment Management
Experience
Private - Asset Management January 2003 - Present
First Union Securities 1999 - 2003
Banc of America Securities 1997 - 1999
Education
Tulane University 1992 — 1996
B.A., Economics
Rockhurst High School 1988 — 1992
Private - Asset Management January 2003 - Present
First Union Securities 1999 - 2003
Banc of America Securities 1997 - 1999
Education
Tulane University 1992 — 1996
B.A., Economics
Rockhurst High School 1988 — 1992
Jeffrey Fenton's Private Asset Management Experience January 2003 - March 2009
Job at Self employed private asset manager
Industry Marketing and Advertising
Experience
NJDHSS & Atlantic Healthcare Systems January 2003 - Present
Self employed private asset manager January 2002 - Present
Private Asset Management January 2003 - March 2009
JAB Shipping / Wendy's Corner Inc / Nora Fenton, Inc / Fenton Direct Import Co June 1984 - December 2002
JAB Shipping / Wendy's Corner, Inc / Nora Fenton, Inc / Fenton Direct Import Co January 1993 - January 2002
Education
Babson College 1981 — 1984
BS, Marketing, Entrepreneurship
Babson College
Bachelor's, Marketing, Entrepreneurship and Business Administration
Northeastern University
NJDHSS & Atlantic Healthcare Systems January 2003 - Present
Self employed private asset manager January 2002 - Present
Private Asset Management January 2003 - March 2009
JAB Shipping / Wendy's Corner Inc / Nora Fenton, Inc / Fenton Direct Import Co June 1984 - December 2002
JAB Shipping / Wendy's Corner, Inc / Nora Fenton, Inc / Fenton Direct Import Co January 1993 - January 2002
Education
Babson College 1981 — 1984
BS, Marketing, Entrepreneurship
Babson College
Bachelor's, Marketing, Entrepreneurship and Business Administration
Northeastern University
Tracy Vevia's Private Asset Management Experience June 2003 - Present
Job Trading Supervisor at Private Asset Management
Industry Financial Services
Experience
Private Asset Management June 2003 - Present
Evangelical Lutheran Church in America December 2012 - Present
Faith on 54th 2002 - Present
Sharp HospiceCare 2010 - Present
Yamaha February 1999 - May 2002
IDEA Health & Fitness February 1987 - June 1996
Skills
Coaching, Strategic Planning, Public Speaking, Training, Social Media, Organizational..., Microsoft Excel, Customer Service, Leadership, Team Building, Community Outreach, Marketing, Research, Teaching, Volunteer Management, Event Planning, Social Media Marketing, Leadership Development, Microsoft Office, Program Development
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Long Term Care Administration/Management, 3.8 GPA
San Diego Mesa College 2006 — 2009
Social Sciences, Gerontology, International Studies
Private Asset Management June 2003 - Present
Evangelical Lutheran Church in America December 2012 - Present
Faith on 54th 2002 - Present
Sharp HospiceCare 2010 - Present
Yamaha February 1999 - May 2002
IDEA Health & Fitness February 1987 - June 1996
Skills
Coaching, Strategic Planning, Public Speaking, Training, Social Media, Organizational..., Microsoft Excel, Customer Service, Leadership, Team Building, Community Outreach, Marketing, Research, Teaching, Volunteer Management, Event Planning, Social Media Marketing, Leadership Development, Microsoft Office, Program Development
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Long Term Care Administration/Management, 3.8 GPA
San Diego Mesa College 2006 — 2009
Social Sciences, Gerontology, International Studies
Ellen McNally's Private Asset Management Experience January 2005 - Present
Job Analyst at Private Asset Management
Industry Investment Management
Experience
Private Asset Management January 2005 - Present
Education
USC
Private Asset Management January 2005 - Present
Education
USC