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Historique de carrière de Dave B. Loeper
Anciens postes connus de Dave B. Loeper
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wealthcare Capital Management LLC
![]() Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Directeur Général | 05/04/2011 | 30/11/2013 |
Président | 05/04/2011 | 30/11/2013 | |
Directeur en chef des Investissements | 05/04/2011 | 30/11/2013 | |
Fondateur | 05/04/2011 | 30/11/2013 | |
Gestionnaire de Portefeuille-Actions | 05/04/2011 | 30/11/2013 | |
Portfolio Manager-Fixed Income | 05/04/2011 | 30/11/2013 | |
Wheat First Securities, Inc. | Corporate Officer/Principal | 31/12/1998 | 31/12/1998 |
Investment Management Consultants Association | Président | - | - |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Chairman | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Wealthcare Capital Management LLC
![]() Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Finance |
Wheat First Securities, Inc. | Finance |
Investment Management Consultants Association |
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