Stephen P. Yeatman

Founder and Principal - Retired on March 31, 2016

“I have gained great satisfaction working with BTR’s clients.”

  • MBA, The Wharton School, University of Pennsylvania
  • BS, Bucknell University
  • Founder, BTR Capital Management

Stephen joined Sutro Capital Management in 1984 where he directed the group’s research effort. While there, he developed a strong track record of identifying attractively-valued companies. He began his career managing high-net-worth individual accounts at Wells Fargo Bank.

Above all else, however, Stephen has always believed in building genuine relationships with clients. With this aim in mind, he partnered with Lew Katcher to co-found BTR Capital Management in 1989.

Stephen and his wife, Janet, have lived in Berkeley for the past 30 years. They are avid hikers and explorers. Close to home, they enjoy the hills, valleys, and beaches of the Bay Area, Yosemite, and the Northern California coast. Their more adventurous journeys have taken them to Europe, South America, and the kingdom of Bhutan. Stephen is also a wine enthusiast and this hobby often plays a significant role in his travels near and far.