Andrew Charles Cattano
Portefeuillebeheerder-Aandelen bij Occidental Asset Management LLC
Profiel
Mr. Andrew C.
Cattano is a Managing Principal & Executive Director of Wealth Management & Family Office Services at Occidental Asset Management LLC.
He joined the firm in August 2013.
His principal duties include portfolio management and diversification services for high net worth individuals.
He was previously the President of ACC Investment Management, Inc. from its founding in January 2001 until August 2013.
Previous to starting ACCIMI, he was an Associate Vice President with Morgan Stanley.
He received a BA in English from the University of California, Berkeley in 1989 and an MBA with Honors, Finance Emphasis, from St. Mary’s College of California in 1999.
Actieve functies van Andrew Charles Cattano
| Bedrijven | Functie | Begin |
|---|---|---|
Occidental Asset Management LLC
 Occidental Asset Management LLC Investment ManagersFinance Occidental Asset Management LLC is a SEC-registered investment advisor and wealth management firm headquartered Burlingame, California. The firm was founded by Chuck Cattano III in 2013 and is wholly-owned by OCCAM Capital LLC. Occidental Asset Management provides investment supervisory services on a discretionary and non-discretionary basis to individual and institutional clients with separately managed accounts. | Portefeuillebeheerder-Aandelen | 01-08-2013 |
Eerdere bekende functies van Andrew Charles Cattano
| Bedrijven | Functie | Einde |
|---|---|---|
ACC Investment Management, Inc.
 ACC Investment Management, Inc. Investment ManagersFinance ACC Investment Management, Inc. provides investment advice. The private company is based in Burlingame, CA. | Corporate Officer/Principal | 01-08-2013 |
Opleiding van Andrew Charles Cattano
| University of California, Berkeley | Undergraduate Degree |
| St. Mary's College of California | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Occidental Asset Management LLC
Occidental Asset Management LLC Investment ManagersFinance Occidental Asset Management LLC is a SEC-registered investment advisor and wealth management firm headquartered Burlingame, California. The firm was founded by Chuck Cattano III in 2013 and is wholly-owned by OCCAM Capital LLC. Occidental Asset Management provides investment supervisory services on a discretionary and non-discretionary basis to individual and institutional clients with separately managed accounts. | Finance |
ACC Investment Management, Inc.
ACC Investment Management, Inc. Investment ManagersFinance ACC Investment Management, Inc. provides investment advice. The private company is based in Burlingame, CA. | Finance |
