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Max Callen
Gestore di Portafoglio-Azioni presso D.A. Davidson & Co. (Investment Management)
Profilo
Max Harold Callen is a Senior Vice President & Financial Advisor at D.A.
Davidson & Co. (Investment Management) since 2016.
Prior to this, he worked as an Investment Consultant at SMITH HAYES Advisers, Inc. from 1987 to 2016.
He completed his undergraduate degree from The University of Nebraska-Lincoln in 1972.
Posizioni attive di Max Callen
Società | Posizione | Inizio |
---|---|---|
D.A. Davidson & Co. (Investment Management)
![]() D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients. | Gestore di Portafoglio-Azioni | 28/07/2016 |
Precedenti posizioni note di Max Callen
Società | Posizione | Fine |
---|---|---|
SMITH HAYES Advisers, Inc.
![]() SMITH HAYES Advisers, Inc. Investment ManagersFinance Founded in 1997, SMITH HAYES Advisers, Inc. is a registered investment adviser headquartered in Lincoln, Nebraska. The firm and their affiliated broker dealer, SMITH HAYES Financial Services Corp., are wholly-owned subsidiaries of SMITH HAYES Cos. SMITH HAYES' investment consultants provide professional money management services for fixed and asset-based fees to individual investors, corporations, employee benefit plans, foundations, and trusts. | Gestore di Portafoglio-Azioni | 28/07/2016 |
Formazione di Max Callen
The University of Nebraska-Lincoln | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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SMITH HAYES Advisers, Inc.
![]() SMITH HAYES Advisers, Inc. Investment ManagersFinance Founded in 1997, SMITH HAYES Advisers, Inc. is a registered investment adviser headquartered in Lincoln, Nebraska. The firm and their affiliated broker dealer, SMITH HAYES Financial Services Corp., are wholly-owned subsidiaries of SMITH HAYES Cos. SMITH HAYES' investment consultants provide professional money management services for fixed and asset-based fees to individual investors, corporations, employee benefit plans, foundations, and trusts. | Finance |
D.A. Davidson & Co. (Investment Management)
![]() D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients. | Finance |
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