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Santa Barbara investment firm AmeriFlex changes ownership
By Annabelle Blair / Friday, October 4th, 2019 / Banking & Finance, middle, Personal Finance, Small Business, South Coast / Comments Off on Santa Barbara investment firm AmeriFlex changes ownership
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Montecito wealth manager uses scientific approach with investments
By Alex Kacik / Friday, November 27th, 2015 / Latest news, Personal Finance, Small Business, Top Stories / Comments Off on Montecito wealth manager uses scientific approach with investments
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Read More →Lucia aquires West Coast Asset Management office, key staff
By Staff Report / Friday, October 17th, 2014 / Banking & Finance, Latest news, Personal Finance, Top Stories / Comments Off on Lucia aquires West Coast Asset Management office, key staff
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West Coast Asset Management, the alternative investment firm founded by Paul Orfalea and family member Lance Helfert, is merging with a San Diego-based money manager.
Read More →City National hires set stage for South Coast expansion
By Staff Report / Tuesday, May 20th, 2014 / Banking & Finance, Banking Industry, East Ventura County, South Coast, Top Stories, Tri-County Economy, West Ventura County / Comments Off on City National hires set stage for South Coast expansion
City National Bank has hired a team of prominent South Coast private bankers as it gets ready to launch an expansion into Santa Barbara County. The Los Angeles-based bank, one of the largest based in California, said Tuesday that it has hired Leo Hamill, Susan Rogers, Annamarie Cole, Amber Ortiz and Roy Martinez. All are Read More →
Read More →SBAM parent to sell to TIAA-CREF
By Staff Report / Monday, April 14th, 2014 / Banking & Finance, Top Stories / Comments Off on SBAM parent to sell to TIAA-CREF
New York-based TIAA-CREF is buying Nuveen Investments, the debt-saddled parent company of Santa Barbara Asset Management, for $6.3 billion.
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Merger gives WCAM position in Colorado oil
By Stephen Nellis / Friday, August 2nd, 2013 / Banking & Finance, Personal Finance, Top Stories / Comments Off on Merger gives WCAM position in Colorado oil
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Read More →Saddled with debt, Nuveen shakes up Santa Barbara Asset Management
By Marlize van Romburgh / Friday, March 1st, 2013 / Banking & Finance, Personal Finance, Top Stories / Comments Off on Saddled with debt, Nuveen shakes up Santa Barbara Asset Management
The debt-burdened parent of the largest wealth management firm in the region is shaking up the Santa Barbara company’s leadership ranks. Michael Mayfield, CEO and co-chief investment officer of Santa Barbara Asset Management, is retiring from the firm effective March 1, after 18 years with the company. James Boothe, a portfolio manager at the Santa Read More →
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