Tom Abbott
Chief Executive Officer at Boltwood Capital Management
Tom Abbott active positions
| Companies | Position | Start | End |
|---|---|---|---|
Boltwood Capital Management
 Boltwood Capital Management Investment ManagersFinance Founded in 1986, Boltwood Capital Management is a wealth management firm and registered investment advisor located in Walnut Creek, California. The firm actively manages diversified portfolios for taxable and non-taxable clients including high net-worth individuals, trusts, non-profits, foundations and retirement accounts. | Chief Executive Officer | 1999-12-31 | - |
| Chairman | 2022-12-31 | - | |
| Investment Committee Member | 1999-12-31 | - | |
| Portfolio Manager-Fixed Income | 1999-12-31 | - |
Career history of Tom Abbott
Former positions of Tom Abbott
| Companies | Position | Start | End |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 1999-12-30 | 1999-12-30 |
Vestek Systems, Inc.
 Vestek Systems, Inc. Information Technology ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Vestek Systems, Inc. is a computer software company that operates in the banking industry. The company is based in San Francisco, CA. Vestek Systems was acquired by Primark Corp. on May 24, 1994 for $6.90 million. | Corporate Officer/Principal | 1986-12-31 | - |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 1976-12-31 | - |
Training of Tom Abbott
| Pomona College | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 3 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Vestek Systems, Inc.
Vestek Systems, Inc. Information Technology ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Vestek Systems, Inc. is a computer software company that operates in the banking industry. The company is based in San Francisco, CA. Vestek Systems was acquired by Primark Corp. on May 24, 1994 for $6.90 million. | Technology Services |
Boltwood Capital Management
Boltwood Capital Management Investment ManagersFinance Founded in 1986, Boltwood Capital Management is a wealth management firm and registered investment advisor located in Walnut Creek, California. The firm actively manages diversified portfolios for taxable and non-taxable clients including high net-worth individuals, trusts, non-profits, foundations and retirement accounts. | Finance |
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