Dean R. Byrne
Direttore/Membro del Consiglio presso Classical Tahoe
Profilo
Mr. Dean R.
Byrne, CFA, is a Senior Vice President & Senior Portfolio Manager at Whittier Trust Co. He is on the Board of Directors at Classical Tahoe.
He manages equity, fixed income and alternative assets for high net worth individuals and foundations.
He advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolio.
He is part of the Investment Committee at Whittier Trust.
He is the primary analyst for the Consumer Staples sector and previously covered the Utilities, Telecommunications, and Basic Materials sectors.
Prior to joining Whittier Trust, he worked in the Private Bank at Bank of America.
Dean holds the designation of Chartered Financial Analyst (CFA®) and is a member of the CFA Society of Nevada.
He received his Bachelor’s degree in Finance from the University of Nevada, Reno (UNR).
Posizioni attive di Dean R. Byrne
Società | Posizione | Inizio |
---|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Analyst-Equity | 01/05/2000 |
Classical Tahoe | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Dean R. Byrne
Società | Posizione | Fine |
---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Formazione di Dean R. Byrne
University of Nevada | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Aziende private | 2 |
---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
Classical Tahoe |
- Borsa valori
- Insiders
- Dean R. Byrne