BTR Capital Management Inc
Legal Name: BTR CAPITAL MANAGEMENT INC
Full Contact Details
Other Info
BTR Capital Management Inc is legally known as BTR CAPITAL MANAGEMENT INC. It is a CA Corporation. This firm has 12 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 28, 1989.
BTR Capital Management
BTR Capital Management Skip to content MenuAbout Us Our Approach Our Team Why BTR Contact Us Close Balanced Total Return BTR We determine for each client a unique portfolio balance that reflects the client’s risk tolerance and expectations for return. Balanced Total Return BTR We are broadly focus…
Direct Owners
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ANNAMARIE G (MI ONLY) FORMICOLA
SENIOR VICE PRESIDENT owns more than 5% but less than 10%
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ELIZABETH (NMN) ORMENO
VICE PRESIDENT/CHIEF INFORMATION SECURITY OFFICER owns less than 5%
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GREGORY ARTHUR WELCH
SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%
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JOHN ALLEN STRATTON
PRESIDENT/CHIEF COMPLIANCE OFFICER/B.O.D. owns more than 10% but less than 25%
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JONATHAN WILLIAM BUTLER
SENIOR VICE PRESIDENT/PORTFOLIO MGR/SECRETARY/B.O.D. owns more than 10% but less than 25%
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LEWIS H (MI ONLY) KATCHER
CHAIRMAN OF THE BOARD owns more than 25% but less than 50%
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MARK ADDISON KEELING
SENIOR VICE PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER owns more than 10% but less than 25%
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MARK PATRICK FREDENBURG
SENIOR VICE PRESIDENT/PORTFOLIO MGT owns less than 5%
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ROBERT CARL MAPLES
SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%
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ROBERT CHRISTOPHER WELCH
VICE PRESIDENT/PORTFOLIO MGR owns less than 5%
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STEPHEN PALMER YEATMAN
RETIRED owns more than 5% but less than 10%
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THEODORE STANLEY JABLONSKI
SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%
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