Paul G. Dore
Profile
Mr. Dore joined Santa Barbara Asset Management in 2008.
Prior to that, he was at Credit Suisse, where he advised clients in all aspects of wealth management.
Previously, he served as general partner for Conception Capital where he focused on investing in public companies, and as a portfolio manager at Investment Group of Santa Barbara, an investment firm engaged in private and public equity investments.
Prior to that, Mr. Dore held strategy and business development positions at both Wells Fargo and Kinko's Copies.
Mr. Dore graduated with a BS in Agricultural Engineering from California Polytechnic and an MBA from Stanford.
Former positions of Paul G. Dore
| Companies | Position | End |
|---|---|---|
Kinko's, Inc.
 Kinko's, Inc. Miscellaneous Commercial ServicesCommercial Services Kinko's, Inc. provides packaging, copying and mail services. The company was founded by Paul J. Orfalea and Bernard K. Perrine and is headquartered in Ventura, CA. | Corporate Officer/Principal | - |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
Investment Group of Santa Barbara LLC
 Investment Group of Santa Barbara LLC Investment ManagersFinance Founded by Reece Duca, the Investment Group of Santa Barbara LLC is an investment advisor located in Santa Barbara, California. | Portfolio Manager-Equities | - |
Santa Barbara Asset Management LLC
 Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Corporate Officer/Principal | - |
Training of Paul G. Dore
| California State Polytechnic University (Pomona) | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Private companies | 4 |
|---|---|
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Investment Group of Santa Barbara LLC
Investment Group of Santa Barbara LLC Investment ManagersFinance Founded by Reece Duca, the Investment Group of Santa Barbara LLC is an investment advisor located in Santa Barbara, California. | Finance |
Kinko's, Inc.
Kinko's, Inc. Miscellaneous Commercial ServicesCommercial Services Kinko's, Inc. provides packaging, copying and mail services. The company was founded by Paul J. Orfalea and Bernard K. Perrine and is headquartered in Ventura, CA. | Commercial Services |
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