Profilo
Mr. Donald D.
Weir is Senior Portfolio Manager at Covenant Asset Management LLC.
He participates in Covenant’s investment research effort and portfolio construction.
He is also a member of firm’s the Investment Committee.
Mr. Weir's investment career of more than 30 years began at Prudential in private placements and leveraged buyouts, and he eventually oversaw the management of more than $1 billion of institutional and mutual fund portfolios.
Later, he joined Merrill Lynch, where his responsibilities included managing asset allocation portfolios for a $14 billion mutual fund wrap program and $3 billion of separate accounts.
More recently, he served as Senior Vice President and regional investment director for wealth management at a large regional bank.
He joined Covenant Asset Management in 2010.
He graduated from Dartmouth College with a degree in Liberal Arts and later earned his M.B.A.
from Dartmouth’s Tuck School of Business Administration.
Posizioni attive di Don Weir
| Società | Posizione | Inizio |
|---|---|---|
Covenant Asset Management LLC
 Covenant Asset Management LLC Investment ManagersFinance Covenant Asset Management LLC (Covenant) is an independent registered investment advisor and wealth management firm headquartered in Chester, New Jersey. The firm was founded by John Guarino and Tim Rowe in 1999. Covenant offers a full array of wealth management services to affluent individuals, businesses and nonprofit organizations. | Analyst-Equity | 01/01/2010 |
Precedenti posizioni note di Don Weir
| Società | Posizione | Fine |
|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Gestore di Portafoglio-Azioni | - |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | - |
Formazione di Don Weir
| Dartmouth College | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Covenant Asset Management LLC
Covenant Asset Management LLC Investment ManagersFinance Covenant Asset Management LLC (Covenant) is an independent registered investment advisor and wealth management firm headquartered in Chester, New Jersey. The firm was founded by John Guarino and Tim Rowe in 1999. Covenant offers a full array of wealth management services to affluent individuals, businesses and nonprofit organizations. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
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- Insiders
- Don Weir
