Profil
Mr. David H.
Smith, CFA MBA, is an Executive Vice President at Bailard, Inc. He specializes in research in the technology sector and is responsible for equity analysis in Bailard’s large growth/technology and science strategy.
He has over 10 years of investment experience.
Mr. Smith graduated in 2008 from the University of California at Berkeley with a double major in business administration and economics.
In 2016, he received his MBA from the Haas School of Business at the University of California, Berkeley.
He received his Chartered Financial Analyst designation in 2012 and is a member of the CFA Institute and the CFA Society of San Francisco.
Postes actifs de Dave Smith
| Sociétés | Poste | Début |
|---|---|---|
Bailard, Inc.
 Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Analyst-Equity | 01/02/2009 |
Formation de Dave Smith
| University of California, Berkeley | 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 | 1 |
|---|---|
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Finance |
