Profil
Mr. David S.
Newcomb is a Director of Portfolio Design & Management at Sterling Investment Advisors Ltd.
He is responsible for researching and reviewing all investments held within the firm's clients’ portfolios, including mutual fund managers, separate account managers, and individual securities.
He maintains the portfolio accounting system, whereby the firm track holdings and performance on all of the clients’ assets.
He and Mr. Croley share trading and operations duties at Sterling and frequently meet with the clientele.
In his over 21 year career working in the investment world, Mr. Newcomb has held operational, trading, and client advisory roles for multiple companies including Smith Barney, American Financial Group, Brandywine Asset Management, and of course, Sterling Investment Advisors.
He holds the Certified Portfolio Manager designation from the Academy of Certified Portfolio Managers in conjunction with Columbia University.
Postes actifs de Dave Newcomb
| Sociétés | Poste | Début |
|---|---|---|
Sterling Investment Advisors Ltd.
 Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling Investment Advisors Ltd. (Sterling) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Tim Flatley and Sean Flatley in 2000. Sterling offers wealth management and advisory services to individual and corporate clients. | Trading-Equity | 01/05/2006 |
Anciens postes connus de Dave Newcomb
| Sociétés | Poste | Fin |
|---|---|---|
Brandywine Global Investment Management LLC
 Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Sterling Investment Advisors Ltd.
Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling Investment Advisors Ltd. (Sterling) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Tim Flatley and Sean Flatley in 2000. Sterling offers wealth management and advisory services to individual and corporate clients. | Finance |
| Smith Barney & Co., Inc. | Finance |
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Finance |
