Storia della carriera di David Giannini
Precedenti posizioni note di David Giannini
Società | Posizione | Inizio | Fine |
---|---|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Corporate Officer/Principal | 30/01/2012 | 30/01/2012 |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Corporate Officer/Principal | 30/04/2005 | 30/04/2005 |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Gestore di Portafoglio-Azioni | 01/02/2012 | - |
Portfolio Manager-Fixed Income | 01/02/2012 | - |
Formazione di David Giannini
University of Washington | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Finance |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
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