About Lori E. Sherman of STEWART & PATTEN

Lori E. Sherman is Member,Principal, Cfp, Chief Compliance Officer at Stewart & Patten Company Llc and has been affiliated with Stewart & Patten Company Llc since January-2003.

Stewart & Patten Company Llc is an investment advisor that manages 844.5 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 512MM in positions, which represents 61% of the manager's regulatory AUM.

For more on Stewart & Patten Company Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

STEWART & PATTEN StockAlpha

+0.1%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.1%/yr

Co-workers of Lori E. Sherman at STEWART & PATTEN

Name Title In Position Since
Ronald S. Patten Member, Principal January-1966
Robert M. Gentry Member, Principal, Cfa January-2002

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Lori E. Sherman Office Address

1 POST STREET, SUITE 850
SAN FRANCISCO, California
UNITED STATES, 94104

Lori E. Sherman Contact Information

Phone Number: 415-421-4932
Fax Number: 415-421-0710
Website:

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