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Dave Jones
Gestore di Portafoglio-Azioni presso Yousif Capital Management LLC
Posizioni attive di Dave Jones
Società | Posizione | Inizio | Fine |
---|---|---|---|
Yousif Capital Management LLC
![]() Yousif Capital Management LLC Investment ManagersFinance Yousif Capital Management LLC (YCM) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Kevin K. Yousif in 2021. YCM offers their investment management services to institutional clients only. They manage those client assets inside of separately managed funds where the client alone owns the assets or in commingled funds when they sub-advice on collective funds. | Gestore di Portafoglio-Azioni | 01/04/2021 | - |
Storia della carriera di Dave Jones
Precedenti posizioni note di Dave Jones
Società | Posizione | Inizio | Fine |
---|---|---|---|
LS Investment Advisors LLC
![]() LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Gestore di Portafoglio-Azioni | 01/06/2014 | 01/03/2021 |
World Asset Management, Inc.
![]() World Asset Management, Inc. Investment ManagersFinance World Asset Management Inc. (WAM) is a SEC-registered investment advisor and fund manager headquartered in Detroit, Michigan. The firm was founded in 1994 and is a subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). WAM provides passive investment options for corporations, municipalities, Taft-Hartley clients, endowments, foundations, hospitals, and private clients. The firm also serves as a sub-adviser to separately managed accounts and bank collective funds. | Gestore di Portafoglio-Azioni | 01/03/2009 | 01/06/2014 |
Munder Capital Management
![]() Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Corporate Officer/Principal | 01/01/2002 | 31/12/2008 |
Comerica Bank & Trust, NA
![]() Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | 01/01/1998 | 31/12/2001 |
Formazione di Dave Jones
Michigan State University | Undergraduate Degree |
Wayne State University (Michigan) | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Settori
Finance | 6 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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World Asset Management, Inc.
![]() World Asset Management, Inc. Investment ManagersFinance World Asset Management Inc. (WAM) is a SEC-registered investment advisor and fund manager headquartered in Detroit, Michigan. The firm was founded in 1994 and is a subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). WAM provides passive investment options for corporations, municipalities, Taft-Hartley clients, endowments, foundations, hospitals, and private clients. The firm also serves as a sub-adviser to separately managed accounts and bank collective funds. | Finance |
Comerica Bank & Trust, NA
![]() Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Finance |
LS Investment Advisors LLC
![]() LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Finance |
Munder Capital Management
![]() Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
Yousif Capital Management LLC
![]() Yousif Capital Management LLC Investment ManagersFinance Yousif Capital Management LLC (YCM) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Kevin K. Yousif in 2021. YCM offers their investment management services to institutional clients only. They manage those client assets inside of separately managed funds where the client alone owns the assets or in commingled funds when they sub-advice on collective funds. | Finance |
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