Steven Cutcliffe Email and Phone Number
Steven Cutcliffe work email
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Steven Cutcliffe personal email
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Steven Cutcliffe phone numbers
At Cerity Partners, my focus is enriching the financial legacy of families and institutions through bespoke wealth management solutions. With a robust background in funds and family wealth management, the transition to Partner has enabled me to leverage my expertise to foster growth and safeguard assets. Previously, as Co-Founder and CEO of Abbrea Capital, I championed a client-centric approach that culminated in a strategic merger with Cerity Partners. Our team's dedication to excellence and tailored investment strategies has consistently empowered clients to achieve their financial aspirations.
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PartnerCerity Partners Aug 2024 - PresentNew York, Ny, Us
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Co-Founder And CeoAbbrea Capital Jul 2015 - Sep 2024Greenbrae, California, UsAugust 2024, Abbrea Capital combined with Cerity Parnters. -
Family Investment OfficerGenspring Family Offices Jan 2014 - Jul 2015GenSpring, a wholly-owned subsidiary of SunTrust Bank
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Managing DirectorSuntrust Bank May 2011 - Jul 2015Charlotte, Nc, Us -
PresidentCsi Capital Management Dec 2002 - May 2011San Francisco, Ca, UsMay 2011, CSI Capital combined with SunTrust Bank. -
President3Bridge Capital Dec 1999 - Mar 2003March 2003, 3Bridge Capital combined with CSI Capital.
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Managing DirectorHanson Investment Management May 1991 - Dec 1999
Steven Cutcliffe Skills
Steven Cutcliffe Education Details
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Dartmouth CollegeEconomics And Government -
The Tuck School Of Business At DartmouthFinance
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Dartmouth CollegeGovernment
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The Tuck School Of Business At DartmouthMaster Of Business Administration - Mba
Frequently Asked Questions about Steven Cutcliffe
What company does Steven Cutcliffe work for?
Steven Cutcliffe works for Cerity Partners
What is Steven Cutcliffe's role at the current company?
Steven Cutcliffe's current role is Partner @ Cerity Partners | Family Wealth Management, Funds Management.
What is Steven Cutcliffe's email address?
Steven Cutcliffe's email address is cu****@****ail.com
What is Steven Cutcliffe's direct phone number?
Steven Cutcliffe's direct phone number is +141589*****
What schools did Steven Cutcliffe attend?
Steven Cutcliffe attended Dartmouth College, The Tuck School Of Business At Dartmouth, Dartmouth College, The Tuck School Of Business At Dartmouth.
What are some of Steven Cutcliffe's interests?
Steven Cutcliffe has interest in Social Media, Consumer Internet.
What skills is Steven Cutcliffe known for?
Steven Cutcliffe has skills like Investments, Asset Allocation, Portfolio Management, Private Equity, Alternative Investments, Asset Managment.
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