Stephen Carr

Stephen Carr Email and Phone Number

Vice President and Senior Portfolio Manager at Bank of the West @ Bank of the West
san francisco, california, united states
Stephen Carr's Location
Los Angeles Metropolitan Area, United States
Stephen Carr's Contact Details

Stephen Carr personal email

n/a
About Stephen Carr

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.

Stephen Carr's Current Company Details
Bank of the West

Bank Of The West

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Vice President and Senior Portfolio Manager at Bank of the West
san francisco, california, united states
Employees:
9944
Stephen Carr Work Experience Details
  • Bank Of The West
    Vice President And Senior Portfolio Manager
    Bank Of The West Nov 2015 - Present
    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.
  • Triton Investment Advisors
    President
    Triton Investment Advisors Jan 2002 - Mar 2015
    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.
  • Bank Of America
    Vice President And Senior Portfolio Manager
    Bank Of America 1983 - 2001
    Los Angeles / Orange County
    Managed the investment portfolios of high-profile clients and acted as sole portfolio manager of the Dividend Growth Fund.

Stephen Carr Skills

Portfolio Management Dividend Growth Equity Fund Management Economic Modeling Tactical Asset Allocation Stock Valuation Trading Strategies Hedge Funds Capital Markets Investment Strategies Financial Analysis Securities Investment Management Equities Fixed Income Wealth Management

Stephen Carr Education Details

Frequently Asked Questions about Stephen Carr

What company does Stephen Carr work for?

Stephen Carr works for Bank Of The West

What is Stephen Carr's role at the current company?

Stephen Carr's current role is Vice President and Senior Portfolio Manager at Bank of the West.

What is Stephen Carr's email address?

Stephen Carr's email address is sc****@****ors.com

What schools did Stephen Carr attend?

Stephen Carr attended Creighton University's Heider College Of Business, California State University-Long Beach.

What are some of Stephen Carr's interests?

Stephen Carr has interest in Surfing, Active Investment Management, Mystery Novels, Surfboard Design.

What skills is Stephen Carr known for?

Stephen Carr has skills like Portfolio Management, Dividend Growth Equity Fund Management, Economic Modeling, Tactical Asset Allocation, Stock Valuation, Trading Strategies, Hedge Funds, Capital Markets, Investment Strategies, Financial Analysis, Securities, Investment Management.

Who are Stephen Carr's colleagues?

Stephen Carr's colleagues are Akshay Londhe, Judy Farquer, May Davis, Joe Ampadu, John Keating, Hoai Lang, Dena De Piero.

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