Dave Ashby

Gestore di Portafoglio-Azioni presso

Stockman Wealth Management, Inc.

Finance

Consumer Services

Profilo

Mr. David W.
Ashby, CFA, is a Managing Director at Stockman Wealth Management, Inc. He joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management.
Mr. Ashby was previously employed as Regional Investment Manager by Wells Fargo Bank Montana, NA. Mr. Ashby earned his Bachelor of Business Administration in Finance from Gonzaga University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Spokane.

Posizioni attive di Dave Ashby

Società	Posizione	Inizio
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective.	Gestore di Portafoglio-Azioni	01/11/2016

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Precedenti posizioni note di Dave Ashby

Società	Posizione	Fine
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-

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Formazione di Dave Ashby

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Società collegate

Aziende private	3
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective.	Finance
Gonzaga University Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services