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Dana Buttrey Croswhite
Membre du Comité d'Investissement chez
Oxbow Advisors LLC
Profil
Ms. Dana B. Croswhite, CFA, is a Partner & Portfolio Manager at Oxbow Advisors LLC.
She has over thirty-four years of experience in the investment industry.
She is a member of the firm’s investment committee.
Before joining Oxbow, Ms. Croswhite had been with King Investment Advisors, Inc. seven years.
Prior to joining KING, she served as Vice President and Senior Portfolio Manager for JPMorgan Chase Bank, managing $300 million in assets for high net worth Trust investment clients.
She is a graduate of Southern Methodist University and holds a B.B.A. with a concentration in Finance.
Postes actifs de Dana Buttrey Croswhite
| Sociétés | Poste | Début |
|---|---|---|
Oxbow Advisors LLC
 Oxbow Advisors LLC Investment ManagersFinance Oxbow aims to achieve consistent investment returns with minimal portfolio risk. The firm seeks to protect clients’ purchasing power over time, and often an allocation in equities is vital to the achievement of this objective. They invest in what they believe are undervalued companies without consideration of size, location, or industry. | Membre du Comité d'Investissement | 01/03/2015 |
Anciens postes connus de Dana Buttrey Croswhite
| Sociétés | Poste | Fin |
|---|---|---|
BancTEXAS Group, Inc.
 BancTEXAS Group, Inc. Major BanksFinance Commercial banking | Corporate Officer/Principal | - |
Capital Institutional Services, Inc.
 Capital Institutional Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
King Investment Advisors, Inc.
 King Investment Advisors, Inc. Investment ManagersFinance King Investment Advisors is a bottom-up value manager. Their investment strategy is referred to as the Business Valuation Approach. This approach seeks to identify attractive investment opportunities using a broad definition of value and to uncover securities often overlooked by other investors. The firm strives to find value in different types of securities at different points in the economic cycle and in varied economic environments. For their private clients, King offers equity, fixed-income and balanced investment strategies. The firm seeks to identify stocks which are trading at a significant discount to the company's estimated private-market value. King manages their fixed-income portfolios using the same philosophy they employ in their equity strategy. They evaluate each security by its credit quality, liquidity and total return potential. Fixed-income investments may include: Treasuries, Agencies, Yankees, high-grade municipals, investment-grade corporates, high-yield corporates, convertibles and preferred stocks. Unless specifically requested by a client, King does not invest in mortgage derivative products or interest rate futures. Depending on the client's objectives, King may construct portfolios of multiple asset classes including mutual funds, ETFs, US and international stocks, bonds, real estate, natural resources and other alternative investments. The firm has access to unlimited investment products through several discount brokerage trading platforms. Through these partnerships, King constructs low-cost, well-diversified portfolios using highly successful investment fund managers. | Membre du Comité d'Investissement | 28/02/2015 |
Formation de Dana Buttrey Croswhite
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
BancTEXAS Group, Inc.
BancTEXAS Group, Inc. Major BanksFinance Commercial banking | Finance |
King Investment Advisors, Inc.
King Investment Advisors, Inc. Investment ManagersFinance King Investment Advisors is a bottom-up value manager. Their investment strategy is referred to as the Business Valuation Approach. This approach seeks to identify attractive investment opportunities using a broad definition of value and to uncover securities often overlooked by other investors. The firm strives to find value in different types of securities at different points in the economic cycle and in varied economic environments. For their private clients, King offers equity, fixed-income and balanced investment strategies. The firm seeks to identify stocks which are trading at a significant discount to the company's estimated private-market value. King manages their fixed-income portfolios using the same philosophy they employ in their equity strategy. They evaluate each security by its credit quality, liquidity and total return potential. Fixed-income investments may include: Treasuries, Agencies, Yankees, high-grade municipals, investment-grade corporates, high-yield corporates, convertibles and preferred stocks. Unless specifically requested by a client, King does not invest in mortgage derivative products or interest rate futures. Depending on the client's objectives, King may construct portfolios of multiple asset classes including mutual funds, ETFs, US and international stocks, bonds, real estate, natural resources and other alternative investments. The firm has access to unlimited investment products through several discount brokerage trading platforms. Through these partnerships, King constructs low-cost, well-diversified portfolios using highly successful investment fund managers. | Finance |
Capital Institutional Services, Inc.
Capital Institutional Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow aims to achieve consistent investment returns with minimal portfolio risk. The firm seeks to protect clients’ purchasing power over time, and often an allocation in equities is vital to the achievement of this objective. They invest in what they believe are undervalued companies without consideration of size, location, or industry. | Finance |
