![David B. Brune](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David B. Brune
Gestionnaire de Portefeuille-Actions chez
The Haverford Trust Co.
Profil
Mr. David B. Brune, CFA, is a Vice President & Portfolio Manager at Haverford Financial Services, Inc. and at The Haverford Trust Co. He has been in financial services industry since 1989.
As Portfolio Manager, he leads a team of professionals servicing client relationships and managing investment portfolios.
He is also Chairman of the Portfolio Review Committee.
Prior to joining the firm, Mr. Brune was employed as a Vice President by Bank of America Private Bank and a Vice President & Portfolio Manager by PNC Bank New England.
He received his undergraduate degree from the University of Delaware.
Postes actifs de David B. Brune
| Sociétés | Poste | Début |
|---|---|---|
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. | Gestionnaire de Portefeuille-Actions | 01/04/2004 |
Haverford Financial Services, Inc.
 Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach. | Gestionnaire de Portefeuille-Actions | 01/02/2007 |
Anciens postes connus de David B. Brune
| Sociétés | Poste | Fin |
|---|---|---|
PNC Advisors, NA (Boston, Massachusetts)
 PNC Advisors, NA (Boston, Massachusetts) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Gestionnaire de Portefeuille-Actions | - |
Formation de David B. Brune
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
40
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. | Finance |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach. | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
PNC Advisors, NA (Boston, Massachusetts)
PNC Advisors, NA (Boston, Massachusetts) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
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