David Hamilton Belding

David Hamilton Belding

Gestore di Portafoglio-Azioni presso Ascension Capital Advisors, Inc.

Finance
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Profilo

Mr. David H.
Belding, CPA, is a Portfolio Manager & Client Advisor at Ascension Capital Advisors, Inc. For over 23 years, he has provided a wide range of advisory services for his investment management clients.
Prior to entering the investment advisory business in July 1993, Mr. Belding devoted much of his career to advising families and entrepreneurs concerning a wide range of strategic wealth and estate and income tax planning opportunities.
He has continued to devise customized investment strategies for clients addressing their unique financial objectives.
He founded Sage Harbor Advisors, an independent fee-based registered investment advisory firm, in 1997.
Through his leadership, the firm became known as a "high touch" wealth management firm.
Effective July 1, 2016, Sage Harbor and Ascension Capital Advisors, Inc. client service and investment management teams joined forces.
He moved to Houston and began a 20 year career practicing as a CPA; the last eight years (1985-1993) were in the capacity of Tax Partner with Ernst & Young and its predecessor firm, E&W.
He completed his graduate Business Studies in 1973 from the University of Texas in Austin.

Posizioni attive di David Hamilton Belding

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/03/2018
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Precedenti posizioni note di David Hamilton Belding

SocietàPosizioneFine
Corporate Officer/Principal 31/12/1992
Amministratore Delegato -
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Formazione di David Hamilton Belding

The University of Texas at Austin Graduate Degree

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Aziende private

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Aziende private3

Finance

Commercial Services

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