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Santa Barbara investment firm AmeriFlex changes ownership

By   /  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   /  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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Lucia aquires West Coast Asset Management office, key staff

By   /  Friday, October 17th, 2014  /  Banking & Finance, Latest news, Personal Finance, Top Stories  /  Comments Off on Lucia aquires West Coast Asset Management office, key staff

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.

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City National hires set stage for South Coast expansion

By   /  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 →

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SBAM parent to sell to TIAA-CREF

By   /  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   /  Friday, August 2nd, 2013  /  Banking & Finance, Personal Finance, Top Stories  /  Comments Off on Merger gives WCAM position in Colorado oil

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Saddled with debt, Nuveen shakes up Santa Barbara Asset Management

By   /  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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