Dave Kreyskop
Plus aucun poste en cours
Profil
Mr. David Kreyskop is a Senior Portfolio Specialist at Brinker Capital, Inc. In this role, he’s responsible for the trading of several Brinker Capital products.
He invests/divests client account assets as appropriate, rebalances accounts, and monitors drift across a specified group of discretionary products.
He works closely with the Investment Team to ensure timely and effective execution of Portfolio Manager’s instructions.
Prior to assuming his current role, he held various positions within the Operations Team at Brinker Capital.
He received his Bachelor of Science in Finance from The Pennsylvania State University.
In addition, he holds a FINRA series 7 license.
Anciens postes connus de Dave Kreyskop
| Sociétés | Poste | Fin |
|---|---|---|
Brinker Capital, Inc.
 Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Trading-Equity | - |
Formation de Dave Kreyskop
| The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
