Steven L. Colton
Portfolio Manager-Equities at West Coast Financial LLC
Network origin in Steven L. Colton first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans
21
| Extinct | Investment Managers | 21 |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.
18
| Subsidiary | Investment Managers | 18 |
West Coast Financial LLC
 West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses.
7
| Private Company | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven L. Colton via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | President Chief Executive Officer Director/Board Member | |
Jennison Associates LLC
 Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities and other governmental entities, trusts, registered mutual funds and their investment managers and other financial institutions, individuals (primarily through wrap fee programs), collective and common trusts, private funds, insurance companies, sovereign funds, foreign funds such as UCITs and SICAVs, and other US and international institutions. | Investment Managers | Analyst-Equity | |
PHL Variable Insurance Co.
 PHL Variable Insurance Co. Life/Health InsuranceFinance PHL Variable Insurance Co. provides life insurance and annuity products through independent agents and financial advisors. It acts as administrative agent for variable products for Jackson National Life Insurance Company. The company was founded on July 15, 1981 and is headquartered in Hartford, CT. | Life/Health Insurance | Director of Finance/CFO Chief Investment Officer | |
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Investment Managers | Head-Equity Investments | |
Liberty Mutual Insurance Co.
 Liberty Mutual Insurance Co. Property/Casualty InsuranceFinance Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA. | Property/Casualty Insurance | Analyst-Equity | |
| THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Chief Investment Officer | |
Conestoga Capital Advisors LLC
 Conestoga Capital Advisors LLC Investment ManagersFinance Conestoga Capital Advisors LLC (CCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wayne, Pennsylvania. The firm was co-founded in 2001 by William "Bill" Martindale, Jr., Robert "Bob” Mitchell, Duane R. D’Orazio and W. Christopher “Chris” Maxwell. CCA offers investment management services on a discretionary or non-discretionary basis to separately managed accounts and mutual funds. | Investment Managers | Analyst-Equity | |
Phoenix Capital, Inc.
 Phoenix Capital, Inc. Financial ConglomeratesFinance Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO. | Financial Conglomerates | Corporate Officer/Principal President Chief Tech/Sci/R&D Officer | |
Franklin Templeton Investor Services LLC
 Franklin Templeton Investor Services LLC Financial ConglomeratesFinance Franklin Templeton Investor Services LLC provides investment and underwriting services. The company is headquartered in Rancho Cordova, CA. | Financial Conglomerates | Corporate Officer/Principal | |
Steadfast Income REIT, Inc.
 Steadfast Income REIT, Inc. Real Estate Investment TrustsFinance Steadfast Income REIT, Inc. engages in investment and management of portfolio of real estate. Its objective is to reserve, protect, and return stockholders’ invested capital, pay attractive and stable distributions to stockholders, and realize capital appreciation in the value of the investment over the long term. The company was founded by Rodney F. Emery on May 4, 2009 and is headquartered is Irvine, CA. | Real Estate Investment Trusts | Director/Board Member | |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | President Director/Board Member | |
| Brown University | College/University | Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
| Stanford University | College/University | Doctorate Degree Undergraduate Degree | |
Andell Holdings LLC
 Andell Holdings LLC Investment ManagersFinance Andell Holdings LLC (Andell Holdings) is a private equity firm founded in 1998 by Andrew Hauptman. The firm is headquartered in Beverly Hills, California. | Investment Managers | Private Equity Analyst | |
| Boston University | College/University | Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income Head-Fixed Income Invts | |
Citizens Business Bank
 Citizens Business Bank Regional BanksFinance Citizens Business Bank operates as a state commercial bank. It provides banking solutions across government and nonprofit organizations, as well as title and escrow, dairy and livestock, medical, property management and real estate industries. The company was founded in 1974 and is headquartered in Ontario, CA. | Regional Banks | Chief Investment Officer | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
| San Diego State University | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| Occidental College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Investment Committee Member Analyst-Fixed Income Director of Research - Fxd Inc Analyst-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Fixed Income President Investment Committee Member | |
| University of Connecticut | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Masters Business Admin | |
| USC Marshall School of Business | College/University | Masters Business Admin | |
Aspiriant Holdings S5 LLC
 Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member | |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Portfolio Manager-Equities | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 49 |
| Israel | 2 |
| Hong Kong | 2 |
Sectoral
| Finance | 28 |
| Consumer Services | 14 |
| Miscellaneous | 8 |
| Commercial Services | 4 |
Operational
| Corporate Officer/Principal | 66 |
| Director/Board Member | 56 |
| President | 46 |
| Analyst-Equity | 36 |
| Undergraduate Degree | 36 |
Most connected contacts
| Insiders | |
|---|---|
| George Aylward | 49 |
| Michael Haylon | 19 |
| Ned Brines | 15 |
| Daniel Geraci | 13 |
| William R. Moyer | 12 |
| Dennis Anthony Johnson | 11 |
| Christopher Matthew Wilkos | 11 |
| Tim Heaney | 9 |
| Kyle Jennings | 9 |
| Ken Wong | 8 |
| Derek Sterling Johnston | 8 |
| Dong Hao Zhang | 7 |
| John Edward LaForge | 7 |
| Richard Eastland | 7 |
| Mark Douglas Petrie | 7 |
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