William David Osher active positions
Companies | Position | Start | End |
---|---|---|---|
Abbrea Capital LLC
Abbrea Capital LLC Investment ManagersFinance Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts. | Chief Investment Officer | 2015-06-30 | - |
Compliance Officer | 2015-06-30 | - | |
Founder | 2015-06-30 | - | |
Portfolio Manager-Equities | 2015-06-30 | - | |
Head of Private Banking | 2015-06-30 | - |
Career history of William David Osher
Former positions of William David Osher
Companies | Position | Start | End |
---|---|---|---|
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Portfolio Manager-Fixed Income | 2011-04-30 | 2013-12-30 |
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | Economist | 2010-03-03 | 2011-04-30 |
Portfolio Manager-Equities | 2010-12-12 | 2011-04-30 | |
Portfolio Manager-Fixed Income | 2010-12-12 | 2011-04-30 | |
Tamalpais Wealth Advisors
Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | Corporate Officer/Principal | 2005-02-28 | 2010-03-30 |
Market Strategist | 2011-03-28 | - | |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Head-Fixed Income Invts | 1991-12-31 | 2005-08-30 |
Portfolio Manager-Fixed Income | 1991-12-31 | 2005-08-30 |
Training of William David Osher
Claremont McKenna College | Undergraduate Degree |
Kellogg School of Management | Graduate Degree |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Fixed Income | 3 |
Portfolio Manager-Equities | 2 |
Head-Fixed Income Invts | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Finance |
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | Finance |
Tamalpais Wealth Advisors
Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | Finance |
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
Abbrea Capital LLC
Abbrea Capital LLC Investment ManagersFinance Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts. | Finance |
- Stock Market
- Insiders
- William David Osher
- Experience