Steven Edward Cutcliffe

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67 year

Finance

Consumer Services

Profile

Steven Edward Cutcliffe is the founder and the Chief Executive Officer of Abbrea Capital LLC, a company he founded in 2015.
He also held the position of Managing Director at SunTrust Banks, Inc. (Wealth Management) and Hanson Investment Management Co. In addition, he served as the President of CSI Capital Management, Inc. from 2003 to 2011.
Mr. Cutcliffe was also the President of 3Bridge Capital LLC and Vice President at McGinn Smith & Co. Securities.
He completed his undergraduate degree at Dartmouth College in 1981 and earned an MBA from the Tuck School of Business at Dartmouth in 1986.

Former positions of Steven Edward Cutcliffe

Companies	Position	End
Abbrea Capital LLC Abbrea Capital LLC Investment ManagersFinance Abbrea Capital invests principally, but not solely, in equity and debt securities that are traded publicly in US markets on behalf of their clients but is authorized to enter any type of investment transaction that they deem appropriate under the terms of the client’s account agreement. Their investment philosophy is rooted in modern portfolio theory and is driven by an attempt to reduce risk through diversification and disciplined management for each client’s chosen strategy and level of risk.	Chief Executive Officer	01/08/2024
CSI Capital Management, Inc. CSI Capital Management, Inc. Investment ManagersFinance CSI's investment philosophy is grounded in the belief that a diversified portfolio of high-quality assets provides the best opportunity for capital preservation and growth.	President	01/05/2011
3Bridge Capital LLC 3Bridge Capital LLC Investment ManagersFinance Provides investment advice	President	01/01/2003
SunTrust Banks, Inc. (Wealth Management) SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc., through their subsidiary, SunTrust Bank (Wealth Management), offers a full line of financial services for consumers and businesses including deposit, credit, and trust and investment services. They also provide mortgage banking, asset management, securities brokerage and capital market services through other subsidiaries. SunTrust operates through three business segments: Consumer Banking and Private Wealth Management, Wholesale Banking, and Mortgage Banking. SunTrust's Consumer Banking and Private Wealth Management segment consists of two primary businesses: Consumer Banking and Private Wealth Management. The Consumer Banking business provides consumer deposits, home equity lines, consumer lines, indirect auto, student lending, bank card, and other consumer loan and fee-based products. The Private Wealth Management business provides a distinct client experience to simplify the complex needs of the high net-worth client.	Portfolio Manager-Equities	-
McGinn Smith & Co. Securities McGinn Smith & Co. Securities Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Private companies	8
SunTrust Banks, Inc. (Wealth Management) SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc., through their subsidiary, SunTrust Bank (Wealth Management), offers a full line of financial services for consumers and businesses including deposit, credit, and trust and investment services. They also provide mortgage banking, asset management, securities brokerage and capital market services through other subsidiaries. SunTrust operates through three business segments: Consumer Banking and Private Wealth Management, Wholesale Banking, and Mortgage Banking. SunTrust's Consumer Banking and Private Wealth Management segment consists of two primary businesses: Consumer Banking and Private Wealth Management. The Consumer Banking business provides consumer deposits, home equity lines, consumer lines, indirect auto, student lending, bank card, and other consumer loan and fee-based products. The Private Wealth Management business provides a distinct client experience to simplify the complex needs of the high net-worth client.	Finance
Hanson Investment Management Co. Hanson Investment Management Co. Investment ManagersFinance Provides investment advice	Finance
CSI Capital Management, Inc. CSI Capital Management, Inc. Investment ManagersFinance CSI's investment philosophy is grounded in the belief that a diversified portfolio of high-quality assets provides the best opportunity for capital preservation and growth.	Finance
3Bridge Capital LLC 3Bridge Capital LLC Investment ManagersFinance Provides investment advice	Finance
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
McGinn Smith & Co. Securities McGinn Smith & Co. Securities Investment Banks/BrokersFinance Provides brokerage services	Finance
Tuck School of Business at Dartmouth Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Abbrea Capital LLC Abbrea Capital LLC Investment ManagersFinance Abbrea Capital invests principally, but not solely, in equity and debt securities that are traded publicly in US markets on behalf of their clients but is authorized to enter any type of investment transaction that they deem appropriate under the terms of the client’s account agreement. Their investment philosophy is rooted in modern portfolio theory and is driven by an attempt to reduce risk through diversification and disciplined management for each client’s chosen strategy and level of risk.	Finance