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Loopbaan van Scott Upham
Eerdere bekende functies van Scott Upham
Bedrijven | Functie | Begin | Einde |
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Cribstone Capital Management LLC
![]() Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Algemeen Directeur | 01-05-2015 | 01-01-2022 |
Compliance Officer | 01-05-2015 | 01-01-2022 | |
Oprichter | 01-05-2015 | 01-01-2022 | |
Lid van de Investeringscommissie | 01-05-2015 | 01-01-2022 | |
Portefeuillebeheerder-Aandelen | 01-05-2015 | 01-01-2022 |
Opleiding van Scott Upham
University of Maine | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectoraal
Finance | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Cribstone Capital Management LLC
![]() Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Finance |
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