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Steven Alexson
Operationeel Directeur bij Surlamer Investments LLC
Actieve functies van Steven Alexson
Bedrijven | Functie | Begin | Einde |
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Surlamer Investments LLC
![]() Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients. | Operationeel Directeur | 01-01-2022 | - |
Loopbaan van Steven Alexson
Eerdere bekende functies van Steven Alexson
Bedrijven | Functie | Begin | Einde |
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Paulson Investment Co. LLC
![]() Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR. | Private Equity Investor | 01-04-2021 | 31-12-2021 |
Nuvest Ventures LLC
![]() Nuvest Ventures LLC Investment ManagersFinance Nuvest Ventures LLC (Nuvest Ventures) is a private equity and venture capital firm founded in 2003. The firm is headquartered in Newport Beach, California. | Private Equity Investor | 01-07-2019 | 30-04-2021 |
Alexson Bros.
![]() Alexson Bros. Investment ManagersFinance Alexson Bros. provides investment services. Its services include custom investment management. investment and retirement planning, portfolio accounting and reporting, back and middle office support, taxes, estate planning, life insurance, and financial planning. The company was founded by Steven B. Alexson in 2015 and is headquartered in Irvine, CA. | Chief Investment Officer | 01-09-2015 | 30-11-2019 |
Oprichter | 01-09-2015 | 30-11-2019 | |
President | 01-09-2015 | 30-11-2019 | |
Alpha Cubed Investments LLC
![]() Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Oprichter | 01-10-2011 | 30-09-2015 |
Portefeuillebeheerder-Aandelen | 01-10-2011 | 30-09-2015 | |
Portfolio Manager-Fixed Income | 01-10-2011 | 30-09-2015 | |
President | 01-10-2011 | 30-09-2015 | |
Miven Family Office
![]() Miven Family Office Financial ConglomeratesFinance Miven Family Office operates an investment office. The private company is based in Newport Beach, CA. | Corporate Officer/Principal | 01-07-2005 | 30-11-2011 |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 31-12-2004 | 31-12-2004 |
Salomon Smith Barney, Inc. | Corporate Officer/Principal | - | - |
Opleiding van Steven Alexson
University of California, Santa Barbara | Undergraduate Degree |
Paul Merage School of Business | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 10 |
2 |
Operationeel
Corporate Officer/Principal | 3 |
Founder | 2 |
President | 2 |
Sectoraal
Finance | 9 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 8 |
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Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Paulson Investment Co. LLC
![]() Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR. | Finance |
Salomon Smith Barney, Inc. | Finance |
Alpha Cubed Investments LLC
![]() Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Finance |
Alexson Bros.
![]() Alexson Bros. Investment ManagersFinance Alexson Bros. provides investment services. Its services include custom investment management. investment and retirement planning, portfolio accounting and reporting, back and middle office support, taxes, estate planning, life insurance, and financial planning. The company was founded by Steven B. Alexson in 2015 and is headquartered in Irvine, CA. | Finance |
Miven Family Office
![]() Miven Family Office Financial ConglomeratesFinance Miven Family Office operates an investment office. The private company is based in Newport Beach, CA. | Finance |
Nuvest Ventures LLC
![]() Nuvest Ventures LLC Investment ManagersFinance Nuvest Ventures LLC (Nuvest Ventures) is a private equity and venture capital firm founded in 2003. The firm is headquartered in Newport Beach, California. | Finance |
Surlamer Investments LLC
![]() Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients. | Finance |
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