Advisor at Placera Capital Management LLC
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Firm
Placera Capital Management LLC
Location
Santa Barbara, CA
Credentials
CFA®, Series 63
Industry experience
7 years
Steven Gold is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He has been the sole advisor at Placera Capital Management LLC since 2014. Placera Capital Management LLC is an independent investment adviser that provides discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm focuses on equity-oriented portfolios using a combination of fundamental and quantitative analysis, and it employs long-term trading strategies alongside mutual funds, fixed income, and ETFs for diversification.
1.00% annually
Santa Barbara, CA
California · Massachusetts
Placera Capital Management
2014 - Present (12 years)
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