Brian Zahm
Gestionnaire de Portefeuille-Actions chez D.A. Davidson & Co. (Investment Management)
Profil
Brian Allen Zahm is a Senior Vice President & Financial Advisor at D.A.
Davidson & Co. He previously worked as an Investment Consultant at SMITH HAYES Advisers, Inc. from 2002 to 2016, and as a Vice President at Kirkpatrick, Pettis, Smith, Polian Inc. from 1996 to 2001.
He also worked as a Principal at Merrill Lynch Investment Managers, Inc. and an Investment Consultant at SMITH HAYES Financial Services Corp.
Zahm holds an MBA from Texas A&M University and an undergraduate degree from the University of Nebraska Omaha.
Postes actifs de Brian Zahm
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 28/07/2016 |
Anciens postes connus de Brian Zahm
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 28/07/2016 |
| Kirkpatrick, Pettis, Smith, Polian Inc. | Corporate Officer/Principal | 31/12/2001 |
SMITH HAYES Financial Services Corp.
 SMITH HAYES Financial Services Corp. Investment Banks/BrokersFinance Founded in 1985, SMITH HAYES Financial Services Corp. is a registered broker/dealer located in Lincoln, Nebraska. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. SMITH HAYES is a member FINRA and SIPC. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Formation de Brian Zahm
| Texas A&M University | Masters Business Admin |
| University of Nebraska Omaha | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
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 |
SMITH HAYES Financial Services Corp.
SMITH HAYES Financial Services Corp. Investment Banks/BrokersFinance Founded in 1985, SMITH HAYES Financial Services Corp. is a registered broker/dealer located in Lincoln, Nebraska. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. SMITH HAYES is a member FINRA and SIPC. | Finance |
| Kirkpatrick, Pettis, Smith, Polian Inc. | 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 |
