Julia Sze
Director/Board Member at CAVCO INDUSTRIES, INC.
Net worth: 2 M $ as of 2024-03-30
Profile
Julia W.
Sze is an Independent Director at Cavco Industries, Inc., Turtle Beach Corp., and Tern Bicycles.
She is also a former Managing Director at Sonen Capital LLC, Managing Director-Impact Investing at Arabella Advisors LLC, and Trustee at Marin Community Foundation.
Additionally, she served as a Director at New Resource Bank and New Resource Bancorp.
Ms. Sze received her undergraduate and graduate degrees from Stanford University in 1989 and 1990, respectively.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
CAVCO INDUSTRIES, INC.
0.03% | 2023-07-30 | 2,700 ( 0.03% ) | 1 M $ | 2024-03-30 |
TURTLE BEACH CORPORATION
0.14% | 2024-03-31 | 25,441 ( 0.14% ) | 438 603 $ | 2024-03-30 |
Julia Sze active positions
| Companies | Position | Start |
|---|---|---|
| CAVCO INDUSTRIES, INC. | Director/Board Member | 2019-05-28 |
| TURTLE BEACH CORPORATION | Director/Board Member | 2022-12-04 |
Tern Bicycles
 Tern Bicycles Motor VehiclesConsumer Durables Tern Bicycles designs electric cargo bikes, Bosch ebikes, and folding bikes for families. Tern Bicycles is based in Taipei, Taiwan. The Taiwanese company creates the best ebikes that can safely carry kids and cargo. | Director/Board Member | - |
Former positions of Julia Sze
| Companies | Position | End |
|---|---|---|
New Resource Bank
 New Resource Bank Regional BanksFinance New Resource Bank engages in the provision of commercial banking services. It offers commercial and non-profit lending, cash management, certificates of deposit, checking accounts, debit and credit cards, savings and money market, and online banking services. The company was founded by Peter K. Liu, Gregory H. Kats and Richard J. Holmstrom on September 19, 2006 and is headquartered in San Francisco, CA. | Director/Board Member | 2016-12-31 |
Marin Community Foundation
 Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA. | Director/Board Member | 2016-12-31 |
New Resource Bancorp
 New Resource Bancorp Regional BanksFinance New Resource Bancorp provides banking solutions through the New Resource Bank. It specializes in commercial lending, asset-based lending, nonprofit lending, cash management, impact checking, debit and credit card, impact savings and money market, and online banking. The company was founded on March 2, 2017 and is headquartered in San Francisco, CA. | Director/Board Member | - |
Sonen Capital LLC
 Sonen Capital LLC Investment ManagersFinance Sonen Capital LLC (Sonen) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Stuart Davidson and Raul Pomares in 2011. Sonen provides fee-based investment advisory and investment management services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations, private funds, and other business entities. | Corporate Officer/Principal | - |
Arabella Advisors LLC
 Arabella Advisors LLC Miscellaneous Commercial ServicesCommercial Services Arabella Advisors LLC provides strategic guidance for effective philanthropy. The firm specializes in advocacy, collaboration, convening and facilitation, fiscal sponsorship, governance and compliance, grants management, and impact investing. The company was founded by Eric Kessler in 2005 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
Training of Julia Sze
| Stanford University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| CAVCO INDUSTRIES, INC. | Consumer Durables |
| TURTLE BEACH CORPORATION | Consumer Durables |
| Private companies | 6 |
|---|---|
Sonen Capital LLC
Sonen Capital LLC Investment ManagersFinance Sonen Capital LLC (Sonen) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Stuart Davidson and Raul Pomares in 2011. Sonen provides fee-based investment advisory and investment management services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations, private funds, and other business entities. | Finance |
Marin Community Foundation
Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA. | Miscellaneous |
New Resource Bank
New Resource Bank Regional BanksFinance New Resource Bank engages in the provision of commercial banking services. It offers commercial and non-profit lending, cash management, certificates of deposit, checking accounts, debit and credit cards, savings and money market, and online banking services. The company was founded by Peter K. Liu, Gregory H. Kats and Richard J. Holmstrom on September 19, 2006 and is headquartered in San Francisco, CA. | Finance |
Arabella Advisors LLC
Arabella Advisors LLC Miscellaneous Commercial ServicesCommercial Services Arabella Advisors LLC provides strategic guidance for effective philanthropy. The firm specializes in advocacy, collaboration, convening and facilitation, fiscal sponsorship, governance and compliance, grants management, and impact investing. The company was founded by Eric Kessler in 2005 and is headquartered in Washington, DC. | Commercial Services |
New Resource Bancorp
New Resource Bancorp Regional BanksFinance New Resource Bancorp provides banking solutions through the New Resource Bank. It specializes in commercial lending, asset-based lending, nonprofit lending, cash management, impact checking, debit and credit card, impact savings and money market, and online banking. The company was founded on March 2, 2017 and is headquartered in San Francisco, CA. | Finance |
Tern Bicycles
Tern Bicycles Motor VehiclesConsumer Durables Tern Bicycles designs electric cargo bikes, Bosch ebikes, and folding bikes for families. Tern Bicycles is based in Taipei, Taiwan. The Taiwanese company creates the best ebikes that can safely carry kids and cargo. | Consumer Durables |
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