Dave Ashby
Gestionnaire de Portefeuille-Actions chez Stockman Wealth Management, Inc.
Profil
Mr. David W.
Ashby, CFA, is a Managing Director at Stockman Wealth Management, Inc. He joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management.
Mr. Ashby was previously employed as Regional Investment Manager by Wells Fargo Bank Montana, NA.
Mr. Ashby earned his Bachelor of Business Administration in Finance from Gonzaga University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Spokane.
Postes actifs de Dave Ashby
| Sociétés | Poste | Début |
|---|---|---|
Stockman Wealth Management, Inc.
 Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Gestionnaire de Portefeuille-Actions | 01/11/2016 |
Anciens postes connus de Dave Ashby
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank Montana, NA
 Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | - |
Formation de Dave Ashby
| Gonzaga University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wells Fargo Bank Montana, NA
Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Finance |
