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David W. Brooks
Nessuna posizione attualmente
Profilo
Mr. Brooks has accumulated more than nine years of investment experience with an emphasis on the fixed income markets.
Prior to the formation of Rockwood Capital, he spent nearly three years with Boatmen's Trust Company where he served as a senior portfolio manager and a member of the firm's fixed income strategy team.
At Boatmen's, he specialized primarily in the management of money market funds, structured products, enhanced cash and short-duration portfolios.
Previously, he spent more than five years with the fixed income division of Fidelity Management and Research in Dallas.
Mr. Brooks earned a bachelor's degree in business administration from the University of Oklahoma as well as an MBA from Southern Methodist University.
He also earned the Chartered Financial Analyst designation and is a member of the St. Louis Society of Financial Analysts.
Precedenti posizioni note di David W. Brooks
Società | Posizione | Fine |
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Rockwood Capital Advisors LLC
![]() Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Analista-Rendimento Fisso | 31/12/2006 |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Fixed Income | - |
Formazione di David W. Brooks
University of Oklahoma | Undergraduate Degree |
Southern Methodist University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Rockwood Capital Advisors LLC
![]() Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Finance |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
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