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Yosemite Capital Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Yosemite Capital Management operates within the financial services sector, focusing on designing investment strategies and managing investments for both individual and corporate clients. The firm aims to provide personalized attention typical of a boutique operation while leveraging the resources and stability of a larger financial services institution. Its services are geared toward helping clients achieve financial independence and comprehensive wealth management through an institutionally developed investment plan and value-added investment management, with a focus on client satisfaction and long-term well-being. Based in Newport Beach, California, the company emphasizes a people-centric approach and serves a client base seeking professional, tailored wealth guidance.

Find Yosemite Capital Management employees' phone numbers or email addresses

Yosemite Capital Management Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Yosemite Capital Management's Leadership

  • Stylized image of a person
    C. C.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. T.
    Director Of Operations And Client Service
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    Senior Registered Client Services Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. R.
    Sr. Investment Advisor
    Phone icon
    Mobile Phone

Yosemite Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Yosemite Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. T.
    Director Of Operations And Client Service
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    B. B.
    Wealth Manager
    Phone icon
    Mobile Phone
    United States
    Apr 14, 2026
  • Stylized image of a person
    B. C.
    Senior Registered Client Services Associate
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    L. R.
    Sr. Investment Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026

Frequently Asked Questions

What is Yosemite Capital Management known for?

Minus sign iconPlus sign iconYosemite Capital Management was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 5120 Birch Street Suite 100 Newport Beach, California 92660 United States; you can contact the main corporate office by phone at
+1-714-730-****
. Explore Yosemite Capital Management's company overview page for more information.

What is Yosemite Capital Management's most common email format?

Minus sign iconPlus sign iconYosemite Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Yosemite Capital Management email formats with LeadIQ.

How many employees does Yosemite Capital Management have currently?

Minus sign iconPlus sign iconYosemite Capital Management has approximately 14 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Yosemite Capital Management's key employees and leadership?

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As of July 2026, Yosemite Capital Management's key employees include:

  • Director Of Financial Planning: C. C.
  • Director Of Operations And Client Service: R. T.
  • Wealth Manager: B. B.
  • Senior Registered Client Services Associate: B. C.
  • Sr. Investment Advisor: L. R.

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