Capital management in Menlo Park, CA
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Jackson Capital Group - Morgan Stanley
● OpenJackson Capital Group - Morgan Stanley is a renowned finance institution located at 2725 Sand Hill Road in Menlo Park, California. As a part of the prestigious Morgan Stanley network, they offer a wide range of financial services including investment management, wealth planning, and advisory services. With a team of experienced professionals and a commitment to excellence, Jackson Capital Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual investor, business owner, or institution, you can trust Jackson Capital Group - Morgan Stanley to provide expert guidance and personalized solutions to meet your unique needs.
2725 Sand Hill Rd Suite 100, Menlo Park, CA 94025, United States -
Makena Capital Management LLC
● ClosedMakena Capital Management LLC is a finance institution located at 2755 Sand Hill Road in Menlo Park, California, United States. Specializing in investment management, Makena Capital Management LLC offers a range of financial services to help clients grow and protect their wealth. With a team of experienced professionals and a commitment to delivering personalized solutions, Makena Capital Management LLC is dedicated to helping clients achieve their financial goals.
2755 Sand Hill Rd, Menlo Park, CA 94025, United States -
Osborne Partners Capital Management, LLC
● ClosedOsborne Partners Capital Management, LLC, located at 545 Middlefield Road in Menlo Park, California, is a leading finance institution with a history dating back to 1937. Specializing in sophisticated investment management and active financial planning, Osborne Partners stands out in the industry for its exceptional team of professionals dedicated to providing top-tier services in investment management, wealth planning, operations, and client service. With a multi-asset class approach and tailored wealth solutions, Osborne Partners helps clients preserve and enhance their legacies, taking them to the next level of success. Whether you need comprehensive retirement planning, consulting services, or support for charitable missions, Osborne Partners is there to partner with you every step of the way. With locations in San Francisco and Silicon Valley, Osborne Partners is committed to delivering a personalized and effective financial experience for all clients.
545 Middlefield Rd Suite 165, Menlo Park, CA 94025, United States -
Nelson Capital Management
● ClosedNelson Capital Management is a leading finance institution based in Menlo Park, California. Located at 545 Middlefield Road, this firm specializes in providing expert investment management services to clients looking to grow and protect their wealth. With a team of experienced professionals and a commitment to delivering personalized financial solutions, Nelson Capital Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to build a diversified investment portfolio or plan for retirement, this institution offers the expertise and resources to help you succeed. Contact Nelson Capital Management today to learn more about their comprehensive financial services.
545 Middlefield Rd #200, Menlo Park, CA 94025, United States -
Blue Oak Capital, LLC
● OpenBlue Oak Capital, LLC is a prestigious finance institution located at 3000 Sand Hill Road in Menlo Park, California, United States. With a reputation for excellence and expertise in the financial industry, Blue Oak Capital, LLC offers a wide range of financial services to clients. From investment management to financial planning, their team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Blue Oak Capital, LLC is the trusted partner you need. Visit their office today to learn more about their services and how they can help you succeed financially.
3000 Sand Hill Rd building 1 suite 205, Menlo Park, CA 94025, United States -
Ticonderoga Capital
● OpenTiconderoga Capital is a financial institution located at 3000 Sand Hill Road in Menlo Park, California. Specializing in banking and finance services, Ticonderoga Capital offers a range of financial products and services to meet the needs of its customers. Whether you're looking to manage your finances, invest in the market, or simply access cash through their ATM services, Ticonderoga Capital is dedicated to providing top-notch financial solutions to help you achieve your goals. Visit them today at their convenient location in Menlo Park.
3000 Sand Hill Rd # 3-105, Menlo Park, CA 94025, United States -
Regis Management Co
● OpenRegis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.
873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States -
Dmitry Vasyutinskiy - Morgan Stanley
● OpenDmitry Vasyutinskiy - Morgan Stanley is a prestigious finance institution located at 2882 Sand Hill Road in Menlo Park, California, United States. Specializing in wealth management, investment banking, and financial advisory services, this institution is known for its expertise in helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to providing personalized solutions, Dmitry Vasyutinskiy - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance.
2882 Sand Hill Rd Ste 200, Menlo Park, CA 94025, United States -
Michael Zaninovich, Robertson Stephens
● ClosedMichael Zaninovich, Robertson Stephens is a boutique finance institution located at 1550 El Camino Real, Menlo Park, California, United States. As a Principal and Managing Director, Michael has over 27 years of experience managing institutional and individual portfolios. Along with Jeanette Garretty and Danny Rozansky, he advises clients in the US and Europe on capital markets, multi-asset class portfolios, hedging, and manager due diligence. Prior to joining Robertson Stephens, Michael held senior positions at Wells Fargo Private Bank and managed global long/short hedge funds for institutional investors and university endowments. He holds a Masters of International Affairs from Columbia University and a BA from Cornell University. Fluent in Japanese and Italian, Michael enjoys traveling to Paris and playing jazz saxophone in modern jazz and fusion groups around the Bay Area.
1550 El Camino Real Suite 250, Menlo Park, CA 94025, United States
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