![David John Peyton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
David John Peyton worked as a Portfolio Analyst at Heartwood Investments, Inc. and BerganKDV Wealth Management LLC from 2016 to 2023.
He obtained his undergraduate degree from the University of Northern Iowa in 2014.
Precedenti posizioni note di David John Peyton
| Società | Posizione | Fine |
|---|---|---|
BerganKDV Wealth Management LLC
 BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management develops a unique investment and tax strategy, creates and manages a portfolio based on the client’s objectives, time horizons, risk tolerance, and liquidity needs. The firm offers a variety of managed portfolios primarily utilizing no-load mutual funds, exchange traded funds (ETF), individual equities, and money market funds. | Analyst-Equity | 01/09/2023 |
Heartwood Investments, Inc.
 Heartwood Investments, Inc. Investment ManagersFinance Heartwood Investments' portfolios may include common stocks of companies based in the US or other countries, fixed-income securities such as bonds or certificates of deposit, cash-equivalent investments such as money market funds, mutual funds and index funds including ETFs. Investments are selected based on each client's specific objectives and risk tolerance. | Analyst-Equity | - |
Formazione di David John Peyton
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
10
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
University of Northern Iowa
 University of Northern Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BerganKDV Wealth Management LLC
BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management develops a unique investment and tax strategy, creates and manages a portfolio based on the client’s objectives, time horizons, risk tolerance, and liquidity needs. The firm offers a variety of managed portfolios primarily utilizing no-load mutual funds, exchange traded funds (ETF), individual equities, and money market funds. | Finance |
Heartwood Investments, Inc.
Heartwood Investments, Inc. Investment ManagersFinance Heartwood Investments' portfolios may include common stocks of companies based in the US or other countries, fixed-income securities such as bonds or certificates of deposit, cash-equivalent investments such as money market funds, mutual funds and index funds including ETFs. Investments are selected based on each client's specific objectives and risk tolerance. | Finance |
