Dustin Loyal Brumbaugh

Amministratore Delegato presso DDD Partners LLC

Finance

Consumer Services

Profilo

Mr. Dustin L.
Brumbaugh, CFA, is a Chief Executive Officer & Chief Investment Officer at DDD Partners LLC.
Before joining Tschetter Wealth Advisors, Mr. Brumbaugh was the Senior Vice President, Director of IIG Research where he and his team provided equity research and updates, portfolio analysis tools, and model portfolios of recommended equities to Financial Advisors of their firm and their clients, including individual investors and their families, businesses and non-profits.
His focus was on developing multiple channels for distribution of research for D.A.
Davidson.
He has spent the vast majority of his career in a similar capacity, including 10 years providing equity recommendations as a Senior Equity Analyst for Ragen MacKenzie.
He was also the Director of Research and Equity Focus List Manager at E.K.
Riley Investments.
He holds a degree in Business Administration from the University of Washington and holds the Chartered Financial Analyst (CFA) designation.

Posizioni attive di Dustin Loyal Brumbaugh

Società	Posizione	Inizio
DDD Partners LLC DDD Partners LLC Investment ManagersFinance DDD Partners LLC (dba Tschetter Group) is a SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded in 2017 and is a subsidiary of Soaring Eagle Ventures, Inc. Tschetter Group provides asset management and investment consulting services for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons.	Amministratore Delegato	-

Tutte le posizioni attive di Dustin Loyal Brumbaugh

Precedenti posizioni note di Dustin Loyal Brumbaugh

Società	Posizione	Fine
D. A. Davidson & Co. D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.	Direttore della Ricerca - Azioni	01/10/2017
E. K. Riley Investments LLC E. K. Riley Investments LLC Investment Banks/BrokersFinance Founded in 2002, E. K. Riley Investments LLC is a broker/dealer located in Seattle, Washington. The firm is a subsidiary of E. K. Riley & Co. They are a member of FINRA and the SIPC.	Direttore della Ricerca - Azioni	31/05/2012
Ragen MacKenzie Group, Inc. Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC.	Analyst-Equity	31/12/2010

Vedi nel dettaglio l'esperienza di Dustin Loyal Brumbaugh

Formazione di Dustin Loyal Brumbaugh

University of Washington

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private