Steve Wilkes
Chief Executive Officer at Hutchinson Capital Management
Profile
Mr. Steven K.
Wilkes, CFA MBA, is a Chief Executive Officer & Portfolio Manager at Hutchinson Capital Management.
He is on the Board of Directors at Investment Adviser Association.
He more than 25 years of experience in the investment management field.
He joined Hutchinson Capital Management in 2003, was named President in 2010 and have served as CEO since 2016.
His responsibilities include strategy and business management of the firm, advising clients, and serving on the Investment Committee.
Mr. Wilkes received his undergraduate degree from St. Mary's College of California and an MBA from the University of Notre Dame.
Steve Wilkes active positions
| Companies | Position | Start |
|---|---|---|
Hutchinson Capital Management
 Hutchinson Capital Management Investment ManagersFinance Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients. | Chief Executive Officer | 2016-12-31 |
Investment Adviser Association
 Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Director/Board Member | - |
Former positions of Steve Wilkes
| Companies | Position | End |
|---|---|---|
Wells Fargo Bank Nebraska, NA
 Wells Fargo Bank Nebraska, NA Major BanksFinance Headquartered in Omaha, Nebraska, Wells Fargo Bank Nebraska NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Corporate Officer/Principal | - |
Training of Steve Wilkes
| St. Mary's College of California | Undergraduate Degree |
| University of Notre Dame | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Hutchinson Capital Management
Hutchinson Capital Management Investment ManagersFinance Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients. | Finance |
Wells Fargo Bank Nebraska, NA
Wells Fargo Bank Nebraska, NA Major BanksFinance Headquartered in Omaha, Nebraska, Wells Fargo Bank Nebraska NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Finance |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Commercial Services |
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