Sutro & Company
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Sutro & Company Employees
Employee
Years
Job
Industry
Bob McClure Bob McClure's Sutro & Company Experience December 1997 - April 2001
Job Owner, McClure Investment Management, LLC
Industry Investment Management
Experience
McClure Investment Management, LLC April 2001 - Present
Cal Poly Pomona June 2006 - Present
Sutro & Company December 1997 - April 2001
Merrill Lynch October 1989 - December 1997
Skills
Investments, Portfolio Management, Asset Allocation, Financial Modeling, Corporate Finance, Valuation, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Markets, Risk Management, Strategic Planning, Due Diligence, Public Speaking, Financial Economics, Asset Managment, Quantitative Analytics, Budgets, Analysis, Microsoft Excel, Fixed Income, Plannning, Data Analysis, Financial Advisory, Business Strategy, Financial Reporting, Research, Money Management, Financial Services, Teaching, Registered Investment..., Investment Advisory..., Professors, Stock Picking, Municipal Bonds, Investment Strategies
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA in Finance
University of Southern California - Thornton School of Music 1986 — 1988
MM, Music Performance, Horn
California State University-Fullerton 1980 — 1984
BA, Economics
Glendora High School 1977 — 1980
McClure Investment Management, LLC April 2001 - Present
Cal Poly Pomona June 2006 - Present
Sutro & Company December 1997 - April 2001
Merrill Lynch October 1989 - December 1997
Skills
Investments, Portfolio Management, Asset Allocation, Financial Modeling, Corporate Finance, Valuation, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Markets, Risk Management, Strategic Planning, Due Diligence, Public Speaking, Financial Economics, Asset Managment, Quantitative Analytics, Budgets, Analysis, Microsoft Excel, Fixed Income, Plannning, Data Analysis, Financial Advisory, Business Strategy, Financial Reporting, Research, Money Management, Financial Services, Teaching, Registered Investment..., Investment Advisory..., Professors, Stock Picking, Municipal Bonds, Investment Strategies
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA in Finance
University of Southern California - Thornton School of Music 1986 — 1988
MM, Music Performance, Horn
California State University-Fullerton 1980 — 1984
BA, Economics
Glendora High School 1977 — 1980
Bartley A. Corfee, ChFC Bartley A. Corfee, ChFC's Sutro & Company Experience 1980 - 1984
Job Investment Advisor Representative & Registered Principal
Industry Investment Management
Experience
Cetera Advisors LLC 2001 - Present
Corfee & Associates 1991 - Present
E.F. Hutton & Company 1986 - 1989
Tuttle and Noroian Inc 1985 - 1986
Sutro & Company 1980 - 1984
Professional Golfers Association of Northern California 1973 - 1978
Skills
Investments, Asset Allocation, Securities, Investment Management, Retirement, Financial Advisory, Asset Management, Series 7, Insurance, FINRA, Employee Benefits, Retirement Planning, Series 63, Mutual Funds, IRAs, ETFs, Investment Strategies, Investment Advisory, Alternative Investments, Financial Planners, Wealth Management, 401k, Fly Fishing, Risk Management, Asset Managment, Uniform Combined State..., Series 24, Strategic Financial..., Series 65, Financial Services
Education
The American College 1997 — 2000
Chartered Financial Consultant, Advanced Financial Advisory Certification
California State University-Sacramento 1975 — 1978
Bachelors of Science Business Administration, Accounting
Sacramento City College 1973 — 1975
Associate Arts, Accounting, 3.9
Cetera Advisors LLC 2001 - Present
Corfee & Associates 1991 - Present
E.F. Hutton & Company 1986 - 1989
Tuttle and Noroian Inc 1985 - 1986
Sutro & Company 1980 - 1984
Professional Golfers Association of Northern California 1973 - 1978
Skills
Investments, Asset Allocation, Securities, Investment Management, Retirement, Financial Advisory, Asset Management, Series 7, Insurance, FINRA, Employee Benefits, Retirement Planning, Series 63, Mutual Funds, IRAs, ETFs, Investment Strategies, Investment Advisory, Alternative Investments, Financial Planners, Wealth Management, 401k, Fly Fishing, Risk Management, Asset Managment, Uniform Combined State..., Series 24, Strategic Financial..., Series 65, Financial Services
Education
The American College 1997 — 2000
Chartered Financial Consultant, Advanced Financial Advisory Certification
California State University-Sacramento 1975 — 1978
Bachelors of Science Business Administration, Accounting
Sacramento City College 1973 — 1975
Associate Arts, Accounting, 3.9
John F. Stiepel John F. Stiepel's Sutro & Company Experience 1991 - 1996
Job Managing Member of The Stiepel Group, LLC
Industry Financial Services
Experience
The Stiepel Group, LLC 2013 - Present
UBS Wealth Management 2011 - 2012
Merrill Lynch 2009 - 2011
The Stiepel Group, Inc. 1996 - 2009
Sutro & Company 1991 - 1996
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts, Economics
The Stiepel Group, LLC 2013 - Present
UBS Wealth Management 2011 - 2012
Merrill Lynch 2009 - 2011
The Stiepel Group, Inc. 1996 - 2009
Sutro & Company 1991 - 1996
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts, Economics
Sara Oberlies (Sara Oberlies) Brown Sara Oberlies (Sara Oberlies) Brown's Sutro & Company Experience August 1997 - March 2000
Job Managing Director at Stifel, Nicolaus & Company
Industry Financial Services
Experience
Stifel, Nicolaus & Company October 2011 - Present
Stone & Youngberg March 2000 - October 2011
Sutro & Company August 1997 - March 2000
Bond Market Association 1996 - 1996
Skills
Fixed Income, Investment Banking, Banking, Management, Funding, Brokerage, Securities, Bonds, Capital Markets, Municipalities, Investments, Financial Modeling, Due Diligence
Education
University of Maryland College Park 1994 — 1996
MPM, Public Sector Financial Management
Syracuse University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Stifel, Nicolaus & Company October 2011 - Present
Stone & Youngberg March 2000 - October 2011
Sutro & Company August 1997 - March 2000
Bond Market Association 1996 - 1996
Skills
Fixed Income, Investment Banking, Banking, Management, Funding, Brokerage, Securities, Bonds, Capital Markets, Municipalities, Investments, Financial Modeling, Due Diligence
Education
University of Maryland College Park 1994 — 1996
MPM, Public Sector Financial Management
Syracuse University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Jeffery Rollert's Sutro & Company Experience 1983 - 1984
Job Founder & Managing Director, ALM Advisors, Inc.
Industry Investment Management
Experience
ALM Advisors, Inc. April 1994 - Present
Financial Planning Asociation 2000 - 2013
Standard Asset 1990 - 1995
Chelsea Management Group 1987 - 1990
Pacific Century Group 1983 - 1987
Sutro & Company 1983 - 1984
Lloyds Bank 1982 - 1983
Skills
Investments, Asset Managment, Portfolio Management, Equities, Hedge Funds, Valuation, Trading, Financial Modeling, Due Diligence, Fixed Income, Risk Management, Strategic Planning, Alternative Investments, Wealth Management, Mergers
Education
Pitzer College 1978 — 1982
BA, Economics and Psychology
ALM Advisors, Inc. April 1994 - Present
Financial Planning Asociation 2000 - 2013
Standard Asset 1990 - 1995
Chelsea Management Group 1987 - 1990
Pacific Century Group 1983 - 1987
Sutro & Company 1983 - 1984
Lloyds Bank 1982 - 1983
Skills
Investments, Asset Managment, Portfolio Management, Equities, Hedge Funds, Valuation, Trading, Financial Modeling, Due Diligence, Fixed Income, Risk Management, Strategic Planning, Alternative Investments, Wealth Management, Mergers
Education
Pitzer College 1978 — 1982
BA, Economics and Psychology
Budd Zuckerman Budd Zuckerman's Sutro & Company Experience 1982 - 1991
Job President at Genesis Select
Industry Financial Services
Experience
Genesis Select 1998 - Present
Genesis Select 1998 - Present
PCMI Services - Powered by Willsub 2003 - 2014
Hanifin Imhoff 2001 - 2005
Roth Capital Partners 1994 - 1998
Sutro & Company 1982 - 1991
Skills
Investor Relations, Public executive..., Registered Broker...
Education
University of Colorado at Boulder 1976 — 1980
BS, Journalism
Dubuque Senior High School
Dubuque Senior High School
Genesis Select 1998 - Present
Genesis Select 1998 - Present
PCMI Services - Powered by Willsub 2003 - 2014
Hanifin Imhoff 2001 - 2005
Roth Capital Partners 1994 - 1998
Sutro & Company 1982 - 1991
Skills
Investor Relations, Public executive..., Registered Broker...
Education
University of Colorado at Boulder 1976 — 1980
BS, Journalism
Dubuque Senior High School
Dubuque Senior High School
Chip Howard Chip Howard's Sutro & Company Experience 1982 - 1986
Job Vice President & National Account Manager at HighMark Capital Management
Industry
Experience
HighMark Capital Management January 1991 - Present
J&W Seligman 1987 - 1988
Lehman Brothers 1986 - 1987
Sutro & Company 1982 - 1986
Procter & Gamble 1978 - 1982
Skills
Mutual Funds, Wealth Management, Portfolio Management, Microsoft Office, Fixed Income, Equities, Microsoft Word, PowerPoint, Microsoft Excel, Financial Services, Customer Service, Separately Managed..., Retirement Planning, Public Speaking, Leadership, Asset Management, Investment Management, Management, Marketing, Investments
Education
University of San Francisco 1977 — 1978
Bachelor of Science (B.S.), Business Administration and Management, emphasis in Economics
HighMark Capital Management January 1991 - Present
J&W Seligman 1987 - 1988
Lehman Brothers 1986 - 1987
Sutro & Company 1982 - 1986
Procter & Gamble 1978 - 1982
Skills
Mutual Funds, Wealth Management, Portfolio Management, Microsoft Office, Fixed Income, Equities, Microsoft Word, PowerPoint, Microsoft Excel, Financial Services, Customer Service, Separately Managed..., Retirement Planning, Public Speaking, Leadership, Asset Management, Investment Management, Management, Marketing, Investments
Education
University of San Francisco 1977 — 1978
Bachelor of Science (B.S.), Business Administration and Management, emphasis in Economics
Jeff Wipperman's Sutro & Company Experience October 1994 - April 1995
Job Principal at Power Group
Industry Insurance
Experience
Power Group Companies June 1995 - Present
PowerGroup Basketball September 2009 - Present
Power Group Benefits 1995 - Present
Sutro & Company October 1994 - April 1995
Lehman Brothers July 1993 - October 1994
Skills
Healthcare, Compliance, Benefits, Insurance, Risk Management, Salesforce.com, Sales Operations, Strategic Leadership, Healthcare Analytics, Benefits Administration, Employee Benefits, Health Insurance, Health Care Reform, FMLA, Process Improvement, Leadership, New Business Development, Human Resources, Health Savings Accounts, CRM, COBRA, Consulting, Strategic Planning, Disability Insurance, Life Insurance, Workers Compensation, Marketing, Term Life Insurance, Brokers, Underwriting, 401k, Medicare, Property & Casualty..., Long-term Care, Commercial Insurance, Retirement, Group Insurance, Claim, Professional Liability, Critical Illness, Health Policy, Managed Care
Education
University of California, Davis 1990 — 1992
BA, Economics
gardner edgerton 1983 — 1987
Power Group Companies June 1995 - Present
PowerGroup Basketball September 2009 - Present
Power Group Benefits 1995 - Present
Sutro & Company October 1994 - April 1995
Lehman Brothers July 1993 - October 1994
Skills
Healthcare, Compliance, Benefits, Insurance, Risk Management, Salesforce.com, Sales Operations, Strategic Leadership, Healthcare Analytics, Benefits Administration, Employee Benefits, Health Insurance, Health Care Reform, FMLA, Process Improvement, Leadership, New Business Development, Human Resources, Health Savings Accounts, CRM, COBRA, Consulting, Strategic Planning, Disability Insurance, Life Insurance, Workers Compensation, Marketing, Term Life Insurance, Brokers, Underwriting, 401k, Medicare, Property & Casualty..., Long-term Care, Commercial Insurance, Retirement, Group Insurance, Claim, Professional Liability, Critical Illness, Health Policy, Managed Care
Education
University of California, Davis 1990 — 1992
BA, Economics
gardner edgerton 1983 — 1987
Lisa Steele's Sutro & Company Experience 1990 - 1997
Job Deputy Director at Public Employees Retirement System of Idaho (PERSI)
Industry Government Administration
Experience
PERSI - December 2012 - Present
Boise City Ada County Housing Authority 2008 - 2012
Neighborhood Housing Services Inc. (Boise, Idaho) 2006 - 2008
Windemere Real Estate 2002 - 2006
Sutro & Company 1990 - 1997
Skills
Government, Public Speaking, Community Outreach, Organizational..., Strategic Planning, Nonprofits, Policy, Public Policy, Fundraising, Event Planning, Leadership, Community Development, Training, Team Building, Economic Development, Research, Financial Analysis, Customer Service, Grassroots Organizing, Grants, Budgets, Non-profits, Project Management, Grant Writing, Public Relations, Program Management, Program Development, Legislative Relations, Volunteer Management, Public Administration, Leadership Development, Organizational..., Team Leadership
Education
Golden Gate University
Masters of Business Administration (MBA), Finance
University of Idaho
Bachelor of Science, Business
PERSI - December 2012 - Present
Boise City Ada County Housing Authority 2008 - 2012
Neighborhood Housing Services Inc. (Boise, Idaho) 2006 - 2008
Windemere Real Estate 2002 - 2006
Sutro & Company 1990 - 1997
Skills
Government, Public Speaking, Community Outreach, Organizational..., Strategic Planning, Nonprofits, Policy, Public Policy, Fundraising, Event Planning, Leadership, Community Development, Training, Team Building, Economic Development, Research, Financial Analysis, Customer Service, Grassroots Organizing, Grants, Budgets, Non-profits, Project Management, Grant Writing, Public Relations, Program Management, Program Development, Legislative Relations, Volunteer Management, Public Administration, Leadership Development, Organizational..., Team Leadership
Education
Golden Gate University
Masters of Business Administration (MBA), Finance
University of Idaho
Bachelor of Science, Business
Darren A. Cde Baca, CFP, CIMA Darren A. Cde Baca, CFP, CIMA's Sutro & Company Experience August 1982 - September 1983
Job Regional Vice President at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds Distributor, Inc. May 2006 - Present
Dreyfus May 1999 - May 2002
Royce & Associates May 1995 - April 1999
Paine Webber November 1983 - May 1995
Sutro & Company August 1982 - September 1983
Education
Dartmouth College 1978 — 1982
BA, Economics
St. Ignatius College Prep 1974 — 1978
Ivy Funds Distributor, Inc. May 2006 - Present
Dreyfus May 1999 - May 2002
Royce & Associates May 1995 - April 1999
Paine Webber November 1983 - May 1995
Sutro & Company August 1982 - September 1983
Education
Dartmouth College 1978 — 1982
BA, Economics
St. Ignatius College Prep 1974 — 1978
Steve Cesinger Steve Cesinger's Sutro & Company Experience August 1989 - April 1992
Job CoFounder and Managing Partner at Valor Hospitality Partners
Industry Real Estate
Experience
Valor Hospitality Partners August 2012 - Present
Dewberry Capital August 2002 - September 2010
US Bancorp Piper Jaffray September 2000 - July 2002
Greif & Co. April 1992 - August 2000
Sutro & Company August 1989 - April 1992
Ernst & Young August 1986 - July 1989
Northrop Grumman Corporation May 1985 - July 1986
Skills
Sourcing, Investments, Asset Managment, Negotiation, Private Equity, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Due Diligence, Real Estate, Accounting, Portfolio Management, Risk Management, Asset Management, Investment Banking, Finance, Mergers & Acquisitions, Management Consulting, IPO, Financial Structuring, Management, Private Placements
Education
UCLA Anderson School of Management 1985 — 1986
MBA, Finance, Marketing, MIS
California State Polytechnic University-Pomona 1981 — 1984
BS, Accounting
Valor Hospitality Partners August 2012 - Present
Dewberry Capital August 2002 - September 2010
US Bancorp Piper Jaffray September 2000 - July 2002
Greif & Co. April 1992 - August 2000
Sutro & Company August 1989 - April 1992
Ernst & Young August 1986 - July 1989
Northrop Grumman Corporation May 1985 - July 1986
Skills
Sourcing, Investments, Asset Managment, Negotiation, Private Equity, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Due Diligence, Real Estate, Accounting, Portfolio Management, Risk Management, Asset Management, Investment Banking, Finance, Mergers & Acquisitions, Management Consulting, IPO, Financial Structuring, Management, Private Placements
Education
UCLA Anderson School of Management 1985 — 1986
MBA, Finance, Marketing, MIS
California State Polytechnic University-Pomona 1981 — 1984
BS, Accounting
Forbes Burtt's Sutro & Company Experience January 2000 - September 2001
Job Business Development at Laurus Capital Management
Industry Financial Services
Experience
Laurus Capital Management Managing DirectorWedbush Morgan SecuritiesJanuary 2002 - September 2004
Sutro & Company January 2000 - September 2001
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Stanford University 1979 — 1983
Laurus Capital Management Managing DirectorWedbush Morgan SecuritiesJanuary 2002 - September 2004
Sutro & Company January 2000 - September 2001
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Stanford University 1979 — 1983
Ronan C. Gaudario, CRPC®'s Sutro & Company Experience April 1996 - November 2001
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors August 2009 - Present
Merrill Lynch November 2008 - January 2009
Wachovia Private Bank December 2007 - July 2008
Bank of America April 2005 - December 2007
Wachovia Securities November 2001 - April 2005
Sutro & Company April 1996 - November 2001
Education
Golden Gate University 1990 — 1995
Bachelor of Science, Finance
College of San Mateo 1987 — 1990
Aeronautics & Finance
Voya Financial Advisors August 2009 - Present
Merrill Lynch November 2008 - January 2009
Wachovia Private Bank December 2007 - July 2008
Bank of America April 2005 - December 2007
Wachovia Securities November 2001 - April 2005
Sutro & Company April 1996 - November 2001
Education
Golden Gate University 1990 — 1995
Bachelor of Science, Finance
College of San Mateo 1987 — 1990
Aeronautics & Finance
Lynda Sleight's Sutro & Company Experience 1981 - 1993
Job Heritage Program Coordinator at Presidio Trust
Industry Executive Office
Experience
Presidio Trust August 2014 - Present
Arden Wood April 2012 - February 2014
The Principia School November 2010 - April 2012
Shelter Works September 2009 - March 2010
The J.M. Smucker Company 2008 - 2009
The Institute for Global Ethics 2007 - 2008
Principia College 1999 - 2007
Sutro & Company 1981 - 1993
Skills
PowerPoint, Outlook, Microsoft Excel, QuickBooks, Microsoft Word, Leadership, Teaching, Time Management, Administrative..., Research, Nonprofits, Editing, Social Media, Event Management, Sales, Fundraising, Event Planning, Strategic Planning, Social Networking
Education
Principia College 1976 — 1980
BA, Foreign languages
Royal Oak High School
Presidio Trust August 2014 - Present
Arden Wood April 2012 - February 2014
The Principia School November 2010 - April 2012
Shelter Works September 2009 - March 2010
The J.M. Smucker Company 2008 - 2009
The Institute for Global Ethics 2007 - 2008
Principia College 1999 - 2007
Sutro & Company 1981 - 1993
Skills
PowerPoint, Outlook, Microsoft Excel, QuickBooks, Microsoft Word, Leadership, Teaching, Time Management, Administrative..., Research, Nonprofits, Editing, Social Media, Event Management, Sales, Fundraising, Event Planning, Strategic Planning, Social Networking
Education
Principia College 1976 — 1980
BA, Foreign languages
Royal Oak High School
Daniel Palmer's Sutro & Company Experience November 1993 - December 2000
Job Northwestern Mutual, Director of Financial Planning, Wagner Group
Industry Health, Wellness and Fitness
Experience
ElanVeda August 2010 - March 2015
Morning View Capital July 2010 - December 2012
Atigeo February 2007 - July 2010
Sanders Morris Harris January 2001 - February 2007
Sutro & Company November 1993 - December 2000
Skills
Start-ups, Entrepreneurship, Business Development, Corporate Development, Strategic Planning, Mergers, Strategic Partnerships, Business Strategy, Executive Management, E-commerce, Mergers & Acquisitions, Management, Strategy, Social Media, Venture Capital, Marketing Strategy, Product Management, Product Marketing, Wellness
Education
University of Southern California 1989 — 1993
Bachelor's degree, Communication, General
Oakwood High Shool
University of Southern California
Bachelor's degree, Communication, General
ElanVeda August 2010 - March 2015
Morning View Capital July 2010 - December 2012
Atigeo February 2007 - July 2010
Sanders Morris Harris January 2001 - February 2007
Sutro & Company November 1993 - December 2000
Skills
Start-ups, Entrepreneurship, Business Development, Corporate Development, Strategic Planning, Mergers, Strategic Partnerships, Business Strategy, Executive Management, E-commerce, Mergers & Acquisitions, Management, Strategy, Social Media, Venture Capital, Marketing Strategy, Product Management, Product Marketing, Wellness
Education
University of Southern California 1989 — 1993
Bachelor's degree, Communication, General
Oakwood High Shool
University of Southern California
Bachelor's degree, Communication, General
David Halling's Sutro & Company Experience 1994 - 1996
Job Senior Wealth Management Specialist at Alaska Trust Company
Industry Financial Services
Experience
Alaska Trust Company October 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Oppenheimer & Company December 2007 - November 2013
Key Bank June 2006 - December 2007
D.A. Davidson & Co. January 1999 - June 2006
Sutro & Company 1994 - 1996
Charles Schwab & Company 1989 - 1994
Skills
Bloomberg Terminal, Windows, Bloomberg, Investments, Fixed Income, Portfolio Management, Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Political Science
University of California, Davis 1983 — 1987
Bachelor of Arts (BA), Economics
Alaska Trust Company October 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Oppenheimer & Company December 2007 - November 2013
Key Bank June 2006 - December 2007
D.A. Davidson & Co. January 1999 - June 2006
Sutro & Company 1994 - 1996
Charles Schwab & Company 1989 - 1994
Skills
Bloomberg Terminal, Windows, Bloomberg, Investments, Fixed Income, Portfolio Management, Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Political Science
University of California, Davis 1983 — 1987
Bachelor of Arts (BA), Economics
Greg Siemons's Sutro & Company Experience March 1994 - May 1996
Job Chief Operating Officer at Tresalia USA, Inc.
Industry Investment Management
Experience
Tresalia USA, Inc. September 2015 - Present
Fiduciary Research October 2009 - August 2015
RCM Capital Management, a subsidiary of Allianz Global Investors June 1999 - October 2009
Montgomery Asset Management May 1996 - September 1999
Sutro & Company March 1994 - May 1996
National Association of Securities Dealers October 1990 - March 1994
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Private Equity, Risk Management
Education
University of California, Santa Barbara 1985 — 1989
B.A., Business Economics
Tresalia USA, Inc. September 2015 - Present
Fiduciary Research October 2009 - August 2015
RCM Capital Management, a subsidiary of Allianz Global Investors June 1999 - October 2009
Montgomery Asset Management May 1996 - September 1999
Sutro & Company March 1994 - May 1996
National Association of Securities Dealers October 1990 - March 1994
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Private Equity, Risk Management
Education
University of California, Santa Barbara 1985 — 1989
B.A., Business Economics
Laura Veyna Trindl's Sutro & Company Experience June 1985 - June 1986
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA August 2013 - Present
Charles Schwab October 2011 - August 2013
Mini Mutts N Meows Rescue, Inc. January 2007 - June 2012
Sunnymead Veterinarian Clinic March 2010 - March 2011
Head Start January 2007 - December 2007
Merrill Lynch June 1986 - October 1989
Sutro & Company June 1985 - June 1986
Charles Schwab April 1982 - May 1984
Skills
Team Building, Leadership, Training, Nonprofits, Public Speaking, Sales, Psychotherapy
Education
California State University-Fullerton 2003 — 2008
Master's, Counseling
USAA August 2013 - Present
Charles Schwab October 2011 - August 2013
Mini Mutts N Meows Rescue, Inc. January 2007 - June 2012
Sunnymead Veterinarian Clinic March 2010 - March 2011
Head Start January 2007 - December 2007
Merrill Lynch June 1986 - October 1989
Sutro & Company June 1985 - June 1986
Charles Schwab April 1982 - May 1984
Skills
Team Building, Leadership, Training, Nonprofits, Public Speaking, Sales, Psychotherapy
Education
California State University-Fullerton 2003 — 2008
Master's, Counseling
James Burian, CFP®'s Sutro & Company Experience June 1982 - May 1985
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Salomon Smith Barney May 1985 - June 2009
Sutro & Company June 1982 - May 1985
E F Hutton September 1978 - June 1982
Education
Santa Clara University - Leavey School of Business 1977 — 1977
MBA, Finance
Ohio University 1968 — 1971
BA, English Language and Literature
The College of William and Mary 1967 — 1968
Wells Fargo Advisors June 2009 - Present
Salomon Smith Barney May 1985 - June 2009
Sutro & Company June 1982 - May 1985
E F Hutton September 1978 - June 1982
Education
Santa Clara University - Leavey School of Business 1977 — 1977
MBA, Finance
Ohio University 1968 — 1971
BA, English Language and Literature
The College of William and Mary 1967 — 1968
Chip Howard's Sutro & Company Experience 1982 - 1987
Job Vice President & National Account Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management February 1991 - Present
J&W Seligman 1989 - 1990
Lehman Brothers 1987 - 1988
Sutro & Company 1982 - 1987
Procter & Gamble 1978 - 1982
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Series 63, Separately Managed..., Investments, Securities, Fixed Income, Equities, Wealth Management, Portfolio Management, Financial Services
Education
University of San Francisco 1976 — 1978
Bachelor of Science (BS), Business/Managerial Economics
University of Cincinnati 1974 — 1975
HighMark Capital Management February 1991 - Present
J&W Seligman 1989 - 1990
Lehman Brothers 1987 - 1988
Sutro & Company 1982 - 1987
Procter & Gamble 1978 - 1982
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Series 63, Separately Managed..., Investments, Securities, Fixed Income, Equities, Wealth Management, Portfolio Management, Financial Services
Education
University of San Francisco 1976 — 1978
Bachelor of Science (BS), Business/Managerial Economics
University of Cincinnati 1974 — 1975