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Ben Beckstead
Wealth Management Associate at Yosemite Capital Management
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Work Experience
Wealth Management Associate
Sep 2024 - Oct 2024 · 1 months
Jun 2017 - Dec 2023 · 6 years and 6 months
Senior Vice President
Jan 2021 - Dec 2023 · 2 years and 11 months
Vice President Of Marketing
Jun 2017 - Jan 2021 · 3 years and 7 months
Company Details
At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients. We offer the personal attention of a boutique firm combined with the resources and financial stability of a world-class financial services firm. Our mission is to provide excellent comprehensive family and personal wealth management services that exceed our client’s expectations. Our business is people and promoting their financial independence. We believe that putting the financial wellbeing of our clients first ultimately serves the best interests of our associates and our communities. We are committed to applying our energies, intellect, and professional knowledge to achieving unsurpassed client satisfaction. By utilizing an institutionally developed investment plan, defined through value-added investment management, we strive to provide the highest level of service thereby enhancing the quality of our client’s lives.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services, Consultants
HQ Location
5120 Birch St Suite 100 Newport Beach, California 92660, US
Keywords
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Contact Details
  • Email AddressB**@yosemitecapital.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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