BTR Capital Management Inc

BTR Capital Management Inc is a California-based corporation specializing in financial advisory services. The firm has a team of 12 employees, 8 of whom work in advisory roles, though the number of clients the firm serves remains undisclosed. As of July 28, 1989, the firm's SEC status has been approved and registered.

• ANNAMARIE G (MI ONLY) FORMICOLA

  SENIOR VICE PRESIDENT owns more than 5% but less than 10%

• ELIZABETH (NMN) ORMENO

  VICE PRESIDENT/CHIEF INFORMATION SECURITY OFFICER owns less than 5%

• GREGORY ARTHUR WELCH

  SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%

• JOHN ALLEN STRATTON

  PRESIDENT/CHIEF COMPLIANCE OFFICER/B.O.D. owns more than 10% but less than 25%

• JONATHAN WILLIAM BUTLER

  SENIOR VICE PRESIDENT/PORTFOLIO MGR/SECRETARY/B.O.D. owns more than 10% but less than 25%

• LEWIS H (MI ONLY) KATCHER

  CHAIRMAN OF THE BOARD owns more than 25% but less than 50%

• MARK ADDISON KEELING

  SENIOR VICE PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER owns more than 10% but less than 25%

• MARK PATRICK FREDENBURG

  SENIOR VICE PRESIDENT/PORTFOLIO MGT owns less than 5%

• ROBERT CARL MAPLES

  SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%

• ROBERT CHRISTOPHER WELCH

  VICE PRESIDENT/PORTFOLIO MGR owns less than 5%

• STEPHEN PALMER YEATMAN

  RETIRED owns more than 5% but less than 10%

• THEODORE STANLEY JABLONSKI

  SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%

• Francisco Partners Management LP
• ADVANTAGE ALPHA CAPITAL PARTNERS LP
• Fillmore Capital Partners LLC
• Seven Post Investment Office LP
• Forusall Advisors LLC
• Clearpath Capital Partners LLC
• Dragoneer Investment Group LLC
• Ashfield Capital Partners LLC
• Wells Fargo Funds Management LLC
• The Advisory Group of SAN Francisco LLC

• BTR Capital Management Inc. Q2 2022 vs. Q3 2022: Analyzing the Top 50 Holdings

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