Dave Wisehaupt
Stratège de marché chez HighTower Advisors LLC
Profil
Mr. David E.
Wisehaupt is a Managing Director, Chief Investment Strategist & Partner at HighTower Advisors LLC.
He joined the firm in December 2008 and has more than 33 years of experience providing investment guidance to his clients.
Mr. Wisehaupt began his career in financial services with Merrill Lynch, where he remained for 26 years.
Throughout his tenure, he took on continuously greater responsibilities, including managing discretionary portfolios for clients using his proprietary investment methods.
Mr. Wisehaupt earned his Bachelor of Business Administration degree from Pennsylvania State University.
He holds and maintains his Accredited Investment Fiduciary (AIF) designation as well as a Certificate in Exit Planning from the Exit Planning Institute.
He is a voting member of the Rivers Coalition and active with the Florida Oceanographic Society.
Postes actifs de Dave Wisehaupt
Sociétés | Poste | Début |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Stratège de marché | 01/12/2008 |
Anciens postes connus de Dave Wisehaupt
Sociétés | Poste | Fin |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formation de Dave Wisehaupt
The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 2 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Merrill Lynch & Co., Inc. | Finance |