S & Y ASSET MANAGEMENT LLC

S & Y ASSET MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 129754). Regulatory assets under management: $3.6M.

Registration

Officers, owners & control persons (14)

NameRoleLocation
GAGE MITCHELL HUGHEYCFO; CHIEF FINANCIAL OFFICER/FINOP
LOCKARD WILLIAM THOMASCEO; CEO/EXECUTIVE COMMITTEE MEMBER STONE & YOUNGBERG HOLDINGS LLC; EXECUTIVE COMMITTEE MEMBER STONE & YOUNGBERG HOLDINGS LLC
SPORL PRISCILLACHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/COO
SMITH BRUCE JOHNCHIEF COMPLIANCE OFFICER AND SROP/CROP
EVANS WILLIAM ASHTON IIICEO/MANAGING DIRECTOR, CLIENT SERVICES, SROP/CROP; MANAGING DIRECTOR, CLIENT SERVICES, SROP/CROP
ZINMAN ROBERT HAROLDCHIEF COMPLIANCE OFFICER, AML OFFICER
PIAZZA JOSEPH JOHNMANAGING MEMBER
NAKAO ROBIN LEACHIEF FINANCIAL OFFICER/FINOP; CHIEF FINANCIAL OFFICER/FINOP/INVESTMENT ADVISER CHIEF COMPLIANCE OFFICER
WILLIAMS KENNETH EVERETTEXECUTIVE COMMITTEE MEMBER STONE & YOUNGBERG HOLDINGS LLC
HEANEY STEPHEN EDWARDEXECUTIVE COMMITTEE MEMBER STONE & YOUNGBERG HOLDINGS LLC
LOCKARD WILLIAM THOMAS JRMANAGING DIRECTOR, CHIEF OPERATING OFFICER
HUCK LEONARD WILLIAMEXECUTIVE COMMITTEE MEMBER STONE & YOUNGBERG HOLDINGS LLC
EVANS WILLIAM ASHTONCHIEF OPERATING OFFICER
WHITCHER DAVID SCOTTCEO

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