![Dave Holtz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
David Lee Holtz is the founder of NEXT Financial Group, Inc. He held the title of Director at the company from 1999 to 2022.
Mr. Holtz is also the founder of NEXT Financial Holdings, Inc. Mr. Holtz's current job is as a Director at 4WARD Financial Marketing, Inc.
Posizioni attive di Dave Holtz
| Società | Posizione | Inizio |
|---|---|---|
NEXT Financial Holdings, Inc.
 NEXT Financial Holdings, Inc. Investment ManagersFinance Provides investment management and brokerage services | Fondatore | - |
4WARD Financial Marketing, Inc.
 4WARD Financial Marketing, Inc. Advertising/Marketing ServicesCommercial Services 4WARD Financial Marketing, Inc. is a private company based in Houston, TX. | Direttore/Membro del Consiglio | 20/10/2010 |
Precedenti posizioni note di Dave Holtz
| Società | Posizione | Fine |
|---|---|---|
NEXT Financial Group, Inc.
 NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing. | Fondatore | 01/01/2022 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
10
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing. | Finance |
NEXT Financial Holdings, Inc.
NEXT Financial Holdings, Inc. Investment ManagersFinance Provides investment management and brokerage services | Finance |
4WARD Financial Marketing, Inc.
4WARD Financial Marketing, Inc. Advertising/Marketing ServicesCommercial Services 4WARD Financial Marketing, Inc. is a private company based in Houston, TX. | Commercial Services |
