Vice President And Senior Portfolio Manager
CurrentLeads the Los Angeles region portfolio management team, advises the equity and alternative asset committees, and co-manages the equity income strategy.
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@bankofthewest.com
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Stephen Carr is listed as Vice President and Senior Portfolio Manager at Bank of the West at Bank of the West, a with 9944 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at bankofthewest.com and a matched LinkedIn profile for Stephen Carr.
Stephen Carr previously worked as Vice President and Senior Portfolio Manager at Bank Of The West and President at Triton Investment Advisors. Stephen Carr holds Master Of Investment Management And Financial Analysis from Creighton University'S Heider College Of Business.
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A diligent investment professional with expertise in high-net-worth individual portfolio management and equity fund management. Blends academic and working knowledge of economic and financial data analysis to produce return-enhancing applications for investment strategy, security selection, tactical asset allocation, and fund management.
Listed skills include Portfolio Management, Dividend Growth Equity Fund Management, Economic Modeling, Tactical Asset Allocation, and 11 others.
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Greater Los Angeles Area
Leads the Los Angeles region portfolio management team, advises the equity and alternative asset committees, and co-manages the equity income strategy.
Orange County, California Area
Responsible for establishing investment policy, setting asset allocation targets, and structuring portfolios in accordance with client objectives. Also responsible for the design and maintenance of security valuation, economic, and business cycle models.
Los Angeles / Orange County
Managed the investment portfolios of high-profile clients and acted as sole portfolio manager of the Dividend Growth Fund.
Other employees you can reach at bankofthewest.com. View company contacts for 9944 employees →
Estelleta Kirchenbauer
Colleague at Bank Of The WestPonca City, Oklahoma, United States
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Claudia Gonzalez
Colleague at Bank Of The WestMetropolitan Fresno, United States
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Abadullah Ahmadi
Colleague at Bank Of The WestYuba City, California, United States
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Catherine Enriquez
Colleague at Bank Of The WestPittsburg, California, United States
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Michelle Lee
Colleague at Bank Of The WestSacramento, California, United States
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Jen Kelley-Black
Colleague at Bank Of The WestLos Angeles Metropolitan Area, United States
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Cheyenna Adams
Colleague at Bank Of The WestOmaha Metropolitan Area, United States
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Kenneth Pickle
Colleague at Bank Of The WestSan Diego, California, United States
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Joyce Van De Star
Colleague at Bank Of The WestStockton, California, United States
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Rohit Kumar
Colleague at Bank Of The WestRanchi, Jharkhand, India
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Activities and Societies: Beta Gamma Sigma International Honor Society
Activities and Societies: NSSA Surf Team
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Stephen Carr works for Bank of the West.
Stephen Carr is listed as Vice President and Senior Portfolio Manager at Bank of the West at Bank of the West.
AeroLeads has found 1 work email signal at @bankofthewest.com for Stephen Carr at Bank of the West.
Stephen Carr is based in Los Angeles Metropolitan Area, United States while working with Bank of the West.
Stephen Carr has worked for Bank Of The West, Triton Investment Advisors, and Bank Of America.
Stephen Carr's colleagues at Bank of the West include Estelleta Kirchenbauer, Claudia Gonzalez, Abadullah Ahmadi, Catherine Enriquez, and Michelle Lee.
You can use AeroLeads to view verified contact signals for Stephen Carr at Bank of the West, including work email, phone, and LinkedIn data when available.
Stephen Carr holds Master Of Investment Management And Financial Analysis from Creighton University'S Heider College Of Business.
Stephen Carr is listed with skills including Portfolio Management, Dividend Growth Equity Fund Management, Economic Modeling, Tactical Asset Allocation, Stock Valuation, Trading Strategies, Hedge Funds, and Capital Markets.
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