Mary Modesta Bersot
Chief Executive Officer at Bersot Capital Management LLC
Mary Modesta Bersot active positions
Companies | Position | Start | End |
---|---|---|---|
Bersot Capital Management LLC
Bersot Capital Management LLC Investment ManagersFinance Bersot Capital Management LLC (BCM) is an independent wealth management firm headquartered in Tiburon, California. The firm was founded by Mary Bersot in 2006. BCM provides investment management services to individuals, their families, and their retirement funds. | Chief Executive Officer | 2006-02-28 | - |
Chief Investment Officer | 2006-02-28 | - | |
Founder | 2006-02-28 | - | |
Portfolio Manager-Equities | 2006-02-28 | - | |
Head of Private Banking | 2006-02-28 | - |
Career history of Mary Modesta Bersot
Former positions of Mary Modesta Bersot
Companies | Position | Start | End |
---|---|---|---|
McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Chief Investment Officer | 2000-12-31 | 2002-12-31 |
MedShare International, Inc.
MedShare International, Inc. Miscellaneous Commercial ServicesCommercial Services MedShare International, Inc. provides medical supply aids. It specializes in improving healthcare and the environment through the recovery and redistribution of the surplus of medical supplies and equipment to those in need. The firm collects surplus medical supplies and equipment from hospitals, distributors and manufacturers, and then redistributes it to healthcare facilities in the developing world. It also outfit medical missions and safety net clinics in both the U.S. and abroad. The company was founded by A. B. Short and Robert J. Freeman in 1998 and is headquartered in Decatur, GA. | Director/Board Member | 2010-11-23 | - |
Training of Mary Modesta Bersot
University of Oregon | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Chief Investment Officer | 2 |
Director/Board Member | 1 |
Chief Executive Officer | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Finance |
MedShare International, Inc.
MedShare International, Inc. Miscellaneous Commercial ServicesCommercial Services MedShare International, Inc. provides medical supply aids. It specializes in improving healthcare and the environment through the recovery and redistribution of the surplus of medical supplies and equipment to those in need. The firm collects surplus medical supplies and equipment from hospitals, distributors and manufacturers, and then redistributes it to healthcare facilities in the developing world. It also outfit medical missions and safety net clinics in both the U.S. and abroad. The company was founded by A. B. Short and Robert J. Freeman in 1998 and is headquartered in Decatur, GA. | Commercial Services |
Bersot Capital Management LLC
Bersot Capital Management LLC Investment ManagersFinance Bersot Capital Management LLC (BCM) is an independent wealth management firm headquartered in Tiburon, California. The firm was founded by Mary Bersot in 2006. BCM provides investment management services to individuals, their families, and their retirement funds. | Finance |
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