Dana Moore Brisendine

Amministratore Delegato presso HMS Capital Management LLC

55 anni

Finance

Consumer Services

Profilo

Ms. Dana M.
Brisendine, CFA, is a Founding Principal at HMS Capital Management LLC.
She focuses her 25 plus years of investment industry experience on helping clients understand complicated financial concepts and create their own plan for Wealth Without Worry.
She entered the financial industry in 1993, working for the State of Tennessee’s pension fund, where she was Associate Portfolio Manager, one of only two women to hold this title.
She was ultimately responsible for management of the International Growth Portfolio, two U.S.
Sector Funds, and the Convertible Bond Arbitrage Portfolio.
She then joined an Atlanta based firm, GLOBALT Investments, as a partner and senior analyst.
Returning to Nashville in 2004, she joined SunTrust Bank as a Senior Portfolio Manager, advising ultra- high net worth clients on a wide-ranging array of financial subjects including retirement planning, investments, credit facilities, cash management, insurance, and estate planning.
She graduated from Belmont University with a degree in Business Administration and Finance.

Posizioni attive di Dana Moore Brisendine

Società	Posizione	Inizio
HMS Capital Management LLC HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles.	Amministratore Delegato	01/04/2009

Tutte le posizioni attive di Dana Moore Brisendine

Precedenti posizioni note di Dana Moore Brisendine

Società	Posizione	Fine
Globalt, Inc. Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families	Analyst-Equity	30/11/2004

Vedi nel dettaglio l'esperienza di Dana Moore Brisendine

Formazione di Dana Moore Brisendine

Belmont University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Dana Moore Brisendine

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
Globalt, Inc. Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families	Finance
HMS Capital Management LLC HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles.	Finance