Storia della carriera di Dave E. Hoener
Precedenti posizioni note di Dave E. Hoener
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Gestore di Portafoglio-Azioni | 01/01/2006 | 31/12/2008 |
Belmont Asset Management, Inc.
 Belmont Asset Management, Inc. Investment ManagersFinance Founded in 1986, Belmont Asset Management, Inc. is a hedge fund manager located in Dallas, Texas. Their clients include corporations, foundations, charitable trusts and individuals. | Direttore degli Investimenti | 01/01/1994 | 31/12/2005 |
| Gestore di Portafoglio-Azioni | 01/01/1994 | 31/12/2005 | |
| Portfolio Manager-Fixed Income | 01/01/1994 | 31/12/2005 | |
| Presidente | 01/01/1994 | 31/12/2005 | |
| Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | 01/01/1988 | 31/12/1993 |
Shamrock Asset Management LLC
 Shamrock Asset Management LLC Investment ManagersFinance Founded in 1997, Shamrock Asset Management LLC is a registered investment advisor located in Dallas, Texas. | Direttore degli Investimenti | - | - |
| Membro del Comitato di Investimento | - | - | |
| Gestore di Portafoglio-Azioni | - | - | |
| Portfolio Manager-Fixed Income | - | - | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Formazione di Dave E. Hoener
| University of Washington | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 7 |
Posizioni
| Portfolio Manager-Equities | 3 |
| Chief Investment Officer | 2 |
| Portfolio Manager-Fixed Income | 2 |
Settori
| Finance | 6 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Aziende private | 4 |
|---|---|
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
Belmont Asset Management, Inc.
Belmont Asset Management, Inc. Investment ManagersFinance Founded in 1986, Belmont Asset Management, Inc. is a hedge fund manager located in Dallas, Texas. Their clients include corporations, foundations, charitable trusts and individuals. | Finance |
| Wertheim Schroder & Co., Inc. | Finance |
Shamrock Asset Management LLC
Shamrock Asset Management LLC Investment ManagersFinance Founded in 1997, Shamrock Asset Management LLC is a registered investment advisor located in Dallas, Texas. | Finance |
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