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David Monroe Poarch
Fondatore presso
Native American Fund Advisors LLC
Profilo
Mr. David M.
Poarch is a Managing Partner at Pinnacle Holdings LLC and a Managing Partner at Native American Fund Advisors LLC.
His primary responsibilities at Pinnacle include assisting with investment policy and execution, supporting the marketing effort, developing new investment strategies and products, client reporting, and administration of the firm’s business affairs.
He was a co-founder of Pinnacle in 1996.
He is also a Registered Investment Advisor at Pinnacle Holdings LLC.
Mr. Poarch has over 29 years experience in the investment industry including twelve years in fixed income trading and 17 years in investment portfolio management.
He managed the taxable securities trading efforts for Liberty Bancorp prior to joining Pinnacle.
He has served on the board of the Tulsa Day Center for the Homeless since 1995, filling the roles of Vice President, President and treasurer, successively.
Mr. Poarch received a B.B.A. in Economics from the University of Oklahoma in 1983 and he is a member of Beta Gamma Sigma.
He earned an M.B.A. from Oklahoma City University in 1985.
Posizioni attive di David Monroe Poarch
| Società | Posizione | Inizio |
|---|---|---|
Native American Fund Advisors LLC
 Native American Fund Advisors LLC Investment ManagersFinance NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner. | Fondatore | 01/01/1996 |
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies. | Fondatore | 01/03/1996 |
Precedenti posizioni note di David Monroe Poarch
| Società | Posizione | Fine |
|---|---|---|
Liberty Bancorp, Inc. (Oklahoma)
 Liberty Bancorp, Inc. (Oklahoma) Major BanksFinance National commercial bank | Trading-Equity | - |
Liberty Bancorp, Inc. (Illinois)
 Liberty Bancorp, Inc. (Illinois) Savings BanksFinance Federally chartered savings bank | Corporate Officer/Principal | - |
Formazione di David Monroe Poarch
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
74
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies. | Finance |
Liberty Bancorp, Inc. (Illinois)
Liberty Bancorp, Inc. (Illinois) Savings BanksFinance Federally chartered savings bank | Finance |
Liberty Bancorp, Inc. (Oklahoma)
Liberty Bancorp, Inc. (Oklahoma) Major BanksFinance National commercial bank | Finance |
Native American Fund Advisors LLC
Native American Fund Advisors LLC Investment ManagersFinance NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner. | Finance |
Oklahoma City University
 Oklahoma City University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Oklahoma
 University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
