Profile
Steven Lloyd Spare's former jobs include Managing Director at 300 North Capital LLC, Principal at Sanford C.
Bernstein & Co. LLC, Principal at Lind-Waldock & Co., First Vice President at Froley, Revy Investment Co., Inc., and Vice President & Senior Portfolio Officer at CitizensTrust Wealth Management.
He obtained his undergraduate degree from California State Polytechnic University (Pomona).
Former positions of Steven Lloyd Spare
| Companies | Position | End |
|---|---|---|
CitizensTrust Wealth Management
CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust customizes investment strategies that are thoroughly evaluated, honed, and designed to seek the maximum return on client’s investment and match their overall objectives. The firm’s experience spans the full range of asset classes, including Equities, Fixed Income, International Equities, Real Estate and REITs, and Alternative Assets. | Portfolio Manager-Equities | 01/06/2024 |
Froley, Revy Investment Co., Inc. /Management/
Froley, Revy Investment Co., Inc. /Management/ Financial ConglomeratesFinance Led by management | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Lind-Waldock & Co.
Lind-Waldock & Co. Investment Banks/BrokersFinance Provides futures brokering services | Corporate Officer/Principal | - |
300 North Capital LLC
300 North Capital LLC Investment ManagersFinance 300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments. | Sales & Marketing | - |
Training of Steven Lloyd Spare
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
300 North Capital LLC
300 North Capital LLC Investment ManagersFinance 300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lind-Waldock & Co.
Lind-Waldock & Co. Investment Banks/BrokersFinance Provides futures brokering services | Finance |
Froley, Revy Investment Co., Inc. /Management/
Froley, Revy Investment Co., Inc. /Management/ Financial ConglomeratesFinance Led by management | Finance |
California State Polytechnic University (Pomona)
California State Polytechnic University (Pomona) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CitizensTrust Wealth Management
CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust customizes investment strategies that are thoroughly evaluated, honed, and designed to seek the maximum return on client’s investment and match their overall objectives. The firm’s experience spans the full range of asset classes, including Equities, Fixed Income, International Equities, Real Estate and REITs, and Alternative Assets. | Finance |
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