BTR Capital Management Company Profile, Contacts & Intelligence

Investment Management1999 Harrison St12 employeesFounded 1989
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
12
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
2
Mapped contact coverage

BTR Capital Management Overview

Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions.

Headquarters
1999 Harrison St
Website
btrcap.com
Industry
Investment Management
Founded
1989
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Investment Management Wealth Management Financial Planning Municipal Bonds

BTR Capital Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
3 company-domain emails
Visible contacts using BTR Capital Management's company email domain.
General
2
Executive
1

BTR Capital Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

G
Gregory Welch
Retired at Btr Capital Management
S
Stephen Yeatman
Principal and Portfolio Manager at Btr
EP
G
Greg Welch
Senior Vice President, Portfolio
EP
M
Meldiansyah Putra
Pengusaha Di Btr Capital Management

BTR Capital Management Workforce Composition

Seniority breakdown across 7 visible profiles.

Individual contributor
4
Executive
2
Manager
1

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