George Brown Bolton
Chief Investment Officer bij WestEnd Capital Management LLC
Profiel
Mr. George B.
Bolton is Chief Investment Officer & Portfolio Manager at WestEnd Capital Management LLC.
Mr. Bolton previously joined Alex Brown & Sons in Baltimore, Maryland and rose quickly, becoming a principal in 1989.
In 1987, George relocated to San Francisco.
In 1991, he became a Managing Partner at Alex Brown.
While leading institutional equity sales on the West Coast, Mr. Bolton also successfully ran separately managed accounts for high net worth individuals and generated notable returns well in excess of leading industry indexes.
In 2004, Mr. Bolton left DB Alex Brown to become a Partner and Chief Investment Officer at WestEnd Capital Management.
He graduated with honors from the University of Virginia in 1985 with a Bachelor of Arts degree in Economics.
Actieve functies van George Brown Bolton
| Bedrijven | Functie | Begin |
|---|---|---|
WestEnd Capital Management LLC
 WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Chief Investment Officer | 01-03-2004 |
Eerdere bekende functies van George Brown Bolton
| Bedrijven | Functie | Einde |
|---|---|---|
| Alex. Brown & Sons, Inc. | Analyst-Equity | - |
Opleiding van George Brown Bolton
| University of Virginia | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
WestEnd Capital Management LLC
WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Finance |
| Alex. Brown & Sons, Inc. | Finance |
