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Steven Alexson
Geschäftsführer bei Surlamer Investments LLC
Aktive Positionen von Steven Alexson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Geschäftsführer | 01.01.2022 | - |
Karriereverlauf von Steven Alexson
Ehemalige bekannte Positionen von Steven Alexson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 |
Gründer | 01.09.2015 | 30.11.2019 | |
Präsident | 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). | Gründer | 01.10.2011 | 30.09.2015 |
Portfolio Manager-Aktien | 01.10.2011 | 30.09.2015 | |
Portfolio Manager-Fixed Income | 01.10.2011 | 30.09.2015 | |
Präsident | 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 | - | - |
Ausbildung von Steven Alexson
University of California, Santa Barbara | Undergraduate Degree |
Paul Merage School of Business | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 10 |
2 |
Operativ
Corporate Officer/Principal | 3 |
Founder | 2 |
President | 2 |
Sektoral
Finance | 9 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 8 |
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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 |
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 |
Salomon Smith Barney, Inc. | 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 |
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 |
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 |
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 |
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