Dave Stamm
Gestore di Portafoglio-Azioni presso Dana Investment Advisors, Inc.
Profilo
Mr. David M.
Stamm, CFA, is a Senior Vice President & Equity Portfolio Manager at Dana Investment Advisors, Inc. He joined the firm in August 2007 and is responsible for managing small and large cap equities portfolios.
Mr. Stamm spent three years honing his financial statement analysis skills as a Senior Credit Analyst with Johnson Bank.
He has been managing small and large cap equity portfolios since 2000.
He graduated from Valparaiso University with a BSBA in International Business in 1997.He is a CFA charter holder and a member of the CFA Institute and the CFA Society of Milwaukee.
Posizioni attive di Dave Stamm
| Società | Posizione | Inizio |
|---|---|---|
Dana Investment Advisors, Inc.
 Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Gestore di Portafoglio-Azioni | 01/08/2007 |
Precedenti posizioni note di Dave Stamm
| Società | Posizione | Fine |
|---|---|---|
Johnson Asset Management, Inc.
 Johnson Asset Management, Inc. Investment ManagersFinance In 1989, the S.C. Johnson & Son, Inc. family extended their core values to investment management with the creation of Johnson Asset Management, Inc. (JAM) Based in Racine, Wisconsin, their team of investment professionals provides personalized investment management for retirement plans, endowments, foundations, insurance companies, corporations and individuals. | Analyst-Equity | 01/07/2007 |
Formazione di Dave Stamm
| Valparaiso University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Società collegate
| Aziende private | 2 |
|---|---|
Johnson Asset Management, Inc.
Johnson Asset Management, Inc. Investment ManagersFinance In 1989, the S.C. Johnson & Son, Inc. family extended their core values to investment management with the creation of Johnson Asset Management, Inc. (JAM) Based in Racine, Wisconsin, their team of investment professionals provides personalized investment management for retirement plans, endowments, foundations, insurance companies, corporations and individuals. | Finance |
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
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