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About BTR
Key Personnel
Investment Philosphy
Equities Approach
Fixed Income Approach
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Why BTR
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Lewis H. Katcher

End LEWIS H. KATCHER, CFA
  • Principal, Chief Investment Officer, and Portfolio Manager
  • Founded BTR Capital Management in 1989
  • More than 30 years investment experience
  • MBA - The Wharton School
  • Ten years with Sutro & Company as Director of Research, Chief Investment Strategist, Chairman of the Investment Policy Committee, and member of the Board of Directors. Founded Sutro Capital Management
  • Chartered Financial Analyst, Chartered Investment Counselor
John A. Stratton
End JOHN A. STRATTON, CPA, CFA
  • Principal, President, and Portfolio Manager
  • Joined BTR Capital Management in 1993
  • More than 20 years professional experience
  • BS - California State University, Sacramento
  • Certified Public Accountant, Chartered Financial Analyst, Chartered Investment Counselor
Stephen P. Yeatman
End STEPHEN P. YEATMAN
  • Principal, Senior Vice President, Portfolio Manager, and Director of Research
  • Cofounder - BTR Capital Management
  • More than 30 years investment experience
  • MBA - The Wharton School
  • Five years with Sutro Capital Management as a securities analyst and portfolio manager
  • Began career in 1970 as a securities analyst with the Wall Street brokerage firm of White Weld and Company
Steven M. Vannelli
End STEVEN M. VANNELLI
  • Principal, Senior Vice President, and Portfolio Manager
  • Joined BTR Capital Management in 2004
  • More than 30 years investment experience
  • BS - University of California, Berkeley
    MBA - Syracuse University
  • Twelve years with KJMM Investment Management and its successor company Stein Roe, as managing director, principal, and portfolio manager
  • Codirector of Institutional Research for the West Coast securities firm Davis Skaggs & Co.
Steven M. Vannelli
End JONATHAN W. BUTLER, CPA, CFA
  • Vice President and Portfolio Manager
  • Joined BTR Capital Management in 2005
  • More than 10 years professional experience
  • BA - Cornell University
  • MBA - Stern School of Business, New York University
  • Certified Public Accountant, Chartered Financial Analyst
Anna Formicola
End ANNA FORMICOLA
  • Principal, Senior Vice President and Head of Administration
  • Compliance Officer
  • With BTR Capital Management since inception in 1989
  • Five years with Sutro & Company as Administrative Manager - Financial Services Department
  • Northwestern Michigan College
  • Cofounder - Investment Management Administrators Roundtable
Elizabeth Kurniawan-Ormeno
End ELIZABETH KURNIAWAN-ORMEÑO
  • Principal, Vice President, Operations Manager
  • Joined BTR Capital Management in 2002
  • 10 years professional experience in investment advisor operations
  • Four years with Pacific Income Advisers as operations officer
  • BA International Business – Loyola Marymount University

 

 

 
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