Dave Jellison

Nessuna posizione attualmente

66 anni

Finance

Consumer Services

Profilo

David William Jellison worked as a Portfolio Manager at Columbia Management Advisors, Inc. from 1992 to 2005.
Prior to that, he was a Managing Director, Portfolio Manager & Analyst at Kohala Capital Partners LLC.
Jellison earned an MBA from Northwestern University in 1984 and an undergraduate degree from the University of Michigan in 1980.

Precedenti posizioni note di Dave Jellison

Società	Posizione	Fine
Columbia Management Advisors, Inc. Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA	Gestore di Portafoglio-Azioni	31/12/2005
Kohala Capital Partners LLC Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable.	Responsabile della Conformità	-

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Formazione di Dave Jellison

Northwestern University	Masters Business Admin
University of Michigan	Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	2
Columbia Management Advisors, Inc. Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA	Finance
Kohala Capital Partners LLC Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable.	Finance