David B. Clott
Gestionnaire de Portefeuille-Actions chez Wellesley Asset Management, Inc.
Profil
David B.
Clott is a Portfolio Manager at Wellesley Asset Management, Inc. He previously worked as a Senior Portfolio Manager at Aviva Investors Americas LLC from 2020 to 2023, a Senior Vice President & Senior Portfolio Manager at Westwood Management Corp.
(Texas) from 2014 to 2020, and a Senior Portfolio Manager at Aviva Investors London Ltd.
(United States) from 1999 to 2014.
He also worked as a Convertible Securities Analyst at Phoenix Investment Partners Ltd.
and as a Portfolio Manager & Equity Analyst at HSB Group, Inc. Mr. Clott received his undergraduate degree from Bryant University.
Postes actifs de David B. Clott
| Sociétés | Poste | Début |
|---|---|---|
Wellesley Asset Management, Inc.
 Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Gestionnaire de Portefeuille-Actions | 01/05/2023 |
Anciens postes connus de David B. Clott
| Sociétés | Poste | Fin |
|---|---|---|
Aviva Investors Americas LLC
 Aviva Investors Americas LLC Investment ManagersFinance Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients. | Gestionnaire de Portefeuille-Actions | 01/05/2023 |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 01/12/2020 |
Aviva Investors London Ltd. (United States)
 Aviva Investors London Ltd. (United States) Financial ConglomeratesFinance Aviva Investors London Ltd. (United States), formerly MFM International, is a registered investment advisor located in Westborough, Massachusetts. The firm was also previously known as Norwich Union Investment Management. Aviva Investors London Ltd. (United States) is a subsidiary of London-based AVIVA Plc (LSE: AV) | Directeur en chef des Investissements | 01/09/2014 |
HSB Group, Inc.
 HSB Group, Inc. Life/Health InsuranceFinance HSB Group, Inc. is an insurance company headquartered in Hartford, Connecticut. The firm is a subsidiary of Munich-American Holding Corp. and their ultimate parent is Mnchener Rckversicherungs AG. | Corporate Officer/Principal | 31/12/1998 |
Phoenix Investment Partners Ltd.
 Phoenix Investment Partners Ltd. Investment ManagersFinance Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT. | Corporate Officer/Principal | - |
Formation de David B. Clott
| Bryant University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Phoenix Investment Partners Ltd.
Phoenix Investment Partners Ltd. Investment ManagersFinance Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT. | Finance |
Aviva Investors Americas LLC
Aviva Investors Americas LLC Investment ManagersFinance Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients. | Finance |
HSB Group, Inc.
HSB Group, Inc. Life/Health InsuranceFinance HSB Group, Inc. is an insurance company headquartered in Hartford, Connecticut. The firm is a subsidiary of Munich-American Holding Corp. and their ultimate parent is Mnchener Rckversicherungs AG. | Finance |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Finance |
Aviva Investors London Ltd. (United States)
Aviva Investors London Ltd. (United States) Financial ConglomeratesFinance Aviva Investors London Ltd. (United States), formerly MFM International, is a registered investment advisor located in Westborough, Massachusetts. The firm was also previously known as Norwich Union Investment Management. Aviva Investors London Ltd. (United States) is a subsidiary of London-based AVIVA Plc (LSE: AV) | Finance |
Aviva Investors Global Services Ltd.
 Aviva Investors Global Services Ltd. Investment ManagersFinance Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors. | Finance |
Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Finance |
