Craig Ewing Braemer
Portfolio Manager-Equities at Blossom Wealth Management LLC
Profile
Mr. Craig E.
Braemer, CFA, is a Portfolio Manager at Blossom Wealth Management LLC.
Mr. Braemer started working at a small investment management firm, Fisher Investments, as an analyst.
After six years, he joined a larger organization, Merus Capital Management, a division of Bank of California to improve his analytical skills and follow more specific industries.
This firm, after several name changes, became HighMark Capital Management, owned by Union Bank where he worked for almost 24 years.
During this time he was a Research Analyst, Assistant Fund Manager, Director of Investments, Senior Portfolio Manager and Investment Executive.
During part of these 24 years, he also ran an investment strategy called Relative Dividend Yield for both institutional and high net worth clients of HighMark Capital Management.
He received his undergraduate degree from California Polytechnic State University (San Luis Obispo) and a graduate degree from Golden Gate University.
He is Chartered Financial Analyst charter holder.
Craig Ewing Braemer active positions
Companies | Position | Start |
---|---|---|
Blossom Wealth Management LLC
Blossom Wealth Management LLC Investment ManagersFinance Blossom Wealth Management LLC (Blossom) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded by George Salter II in 2009 as Alamo Family Office LLC. Blossom provides portfolio management services to individuals, high-net-worth individuals, corporations, corporate pension and profit-sharing plans, and charitable institutions. | Portfolio Manager-Equities | 2018-01-31 |
Former positions of Craig Ewing Braemer
Companies | Position | End |
---|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | - |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Head-Equity Investments | - |
Training of Craig Ewing Braemer
Golden Gate University | Graduate Degree |
California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Finance |
Blossom Wealth Management LLC
Blossom Wealth Management LLC Investment ManagersFinance Blossom Wealth Management LLC (Blossom) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded by George Salter II in 2009 as Alamo Family Office LLC. Blossom provides portfolio management services to individuals, high-net-worth individuals, corporations, corporate pension and profit-sharing plans, and charitable institutions. | Finance |
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