Dave Elliott
Nessuna posizione attualmente
Storia della carriera di Dave Elliott
Precedenti posizioni note di Dave Elliott
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
| Pricewaterhouse & Co. | Corporate Officer/Principal | - | - |
| S&P GLOBAL, INC. | Corporate Officer/Principal | - | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Responsabile della Conformità | 04/04/2012 | - |
| Direttore Finanziario/CFO | 04/04/2012 | - |
Formazione di Dave Elliott
| University of Virginia | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Corporate Officer/Principal | 2 |
| Compliance Officer | 1 |
| Director of Finance/CFO | 1 |
Settori
| Commercial Services | 3 |
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| S&P GLOBAL, INC. | Commercial Services |
| Aziende private | 2 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
| Pricewaterhouse & Co. | Commercial Services |
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