![Steven L. Colton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven L. Colton
Gestionnaire de Portefeuille-Actions chez
Cerity Partners LLC
Profil
Mr. Steven L.
Colton is a Principal at Cerity Partners LLC.
He is a member of the Wealth Management practice providing portfolio management services.
Mr. Colton was previously employed as a Senior Portfolio Manager by West Coast Financial LLC, a Senior Vice President by Engemann Asset Management, a Senior Vice President by Virtus Investment Advisers, Inc., a Portfolio Manager by American Century Investment Management, Inc., and a Principal by Dean Witter Reynolds, Inc.
He received his B.A. in Economics and Applied Mathematics (dual major) from the University of CA, San Diego and his M.S.
in Engineering Economic Systems from Stanford University.
Postes actifs de Steven L. Colton
| Sociétés | Poste | Début |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Gestionnaire de Portefeuille-Actions | 01/04/2025 |
Anciens postes connus de Steven L. Colton
| Sociétés | Poste | Fin |
|---|---|---|
West Coast Financial LLC
 West Coast Financial LLC Investment ManagersFinance WCF customizes plans based on a client’s specific values, goals and financial realities. They implement their clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. The firm also manages other investments such as commercial real estate (including their own WCF Real Estate Funds), impact investing opportunities, venture capital, private equity, and others. | Gestionnaire de Portefeuille-Actions | 01/04/2025 |
Virtus Investment Advisers LLC
 Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Directeur en chef des Investissements | 20/03/2009 |
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Engemann Asset Management specializes in growth stock investments. Their portfolios include large-cap growth and balanced growth. Engemann's Large-Cap Growth strategy seeks earning growth rate greater than the Russell 1000 Growth Index and a risk profile close to the Russell 1000 Growth Index. They invest in large-cap companies with consistent, superior earnings growth, leading market shares and strong management teams. Companies should be financially strong, have positive annual cash flow and lower earning volatility than their peers. The firm's fundamental analysis includes extensive contact with companies' management teams, competitors and suppliers. It also includes an analysis of cash flow, earnings volatility and ROE. Engemann also employs proprietary, detailed earnings models and growth projections. They will sell a position when a company misses the articulated fundamental guideposts or when valuations become extended. They will review a position if there is a 20% absolute price drop. A break in a technical pattern may prompt a reduction in a position. Engemann's Balanced Growth strategy is similar to their large-cap growth strategy. Portfolios will contain 30% to 50% bonds, most of which are US Treasuries. In general, the firm tends to invest in US companies in the electronic technology, health technology and technology services sectors. Engemann maintains a high turnover rate. | Gestionnaire de Portefeuille-Actions | 30/09/2007 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. | Gestionnaire de Portefeuille-Actions | - |
Formation de Steven L. Colton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Engemann Asset Management specializes in growth stock investments. Their portfolios include large-cap growth and balanced growth. Engemann's Large-Cap Growth strategy seeks earning growth rate greater than the Russell 1000 Growth Index and a risk profile close to the Russell 1000 Growth Index. They invest in large-cap companies with consistent, superior earnings growth, leading market shares and strong management teams. Companies should be financially strong, have positive annual cash flow and lower earning volatility than their peers. The firm's fundamental analysis includes extensive contact with companies' management teams, competitors and suppliers. It also includes an analysis of cash flow, earnings volatility and ROE. Engemann also employs proprietary, detailed earnings models and growth projections. They will sell a position when a company misses the articulated fundamental guideposts or when valuations become extended. They will review a position if there is a 20% absolute price drop. A break in a technical pattern may prompt a reduction in a position. Engemann's Balanced Growth strategy is similar to their large-cap growth strategy. Portfolios will contain 30% to 50% bonds, most of which are US Treasuries. In general, the firm tends to invest in US companies in the electronic technology, health technology and technology services sectors. Engemann maintains a high turnover rate. | Finance |
Virtus Investment Advisers LLC
Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Finance |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. | Finance |
West Coast Financial LLC
West Coast Financial LLC Investment ManagersFinance WCF customizes plans based on a client’s specific values, goals and financial realities. They implement their clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. The firm also manages other investments such as commercial real estate (including their own WCF Real Estate Funds), impact investing opportunities, venture capital, private equity, and others. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Finance |
