Dave Cowles
Plus aucun poste en cours
Profil
Mr. David W.
Cowles is Director of Investments at Mosaic Financial Partners, Inc. He and his staff work with the firm's advisors to design and implement appropriate investment strategies for clients.
He also chairs the firm’s Investment Committee and oversees all investment research, trading activity and portfolio management.
He brings over 30 years of diversified financial management experience to Mosaic Financial Partners.
He joined Coopers & Lybrand where he became Senior Manager responsible for several of this international professional services firm's largest clients.
Later, he spent nine years in private industry in senior financial management positions.
He received his BS in Business Administration from The California State University and his MSF in Personal Financial Planning from Golden Gate University.
Anciens postes connus de Dave Cowles
| Sociétés | Poste | Fin |
|---|---|---|
Mosaic Financial Partners, Inc.
 Mosaic Financial Partners, Inc. Investment ManagersFinance Mosaic Financial Partners, Inc. is a registered investment advisor located in San Francisco, California. The firm was founded in 1987 as Boone & Associates. In 2005, their name was changed to Mosaic Financial Partners. The firm provides investment management services to individuals, pension and profit sharing plans and charitable organizations. | Directeur de la Recherche - Actions | 01/10/2018 |
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
Formation de Dave Cowles
| The California State University | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Mosaic Financial Partners, Inc.
Mosaic Financial Partners, Inc. Investment ManagersFinance Mosaic Financial Partners, Inc. is a registered investment advisor located in San Francisco, California. The firm was founded in 1987 as Boone & Associates. In 2005, their name was changed to Mosaic Financial Partners. The firm provides investment management services to individuals, pension and profit sharing plans and charitable organizations. | Finance |
| Coopers & Lybrand LLP | Commercial Services |
