![David Caldwell Eaton](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>)
Profil
Mr. David C.
Eaton is Vice President at Stanley-Laman Group Ltd. He is also a co-founder of the firm and has over 30 years of experience in estate planning and wealth management for ultra-wealthy business owners and families.
He is responsible for individual client relations and the firm's marketing to those who are not yet clients.
He received his BS degree in Business and Economics from Lehigh University and holds both the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College.
In addition he is an active member of the Financial Planning Association, International Association for Financial Planning Philadelphia Estate Planning Council and the Society of Financial Service Professionals.
Postes actifs de David Caldwell Eaton
| Sociétés | Poste | Début |
|---|---|---|
Stanley-Laman Group Ltd.
 Stanley-Laman Group Ltd. Investment ManagersFinance SLG manages various distinct portfolios for clients. Each of the non-custom portfolios utilizes a different strategy, poses a different risk profile, and acquires different securities, though some overlap of common holdings may exist. Custom or specialty portfolios can be created at a clients’ request, or to meet a client’s risk and return objectives. Portfolio Holdings are selected through a bottom-up screening process using internally developed software designed to identify characteristics deemed attractive by their investment committee. | Fondateur | 01/01/1991 |
Formation de David Caldwell Eaton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
19
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance SLG manages various distinct portfolios for clients. Each of the non-custom portfolios utilizes a different strategy, poses a different risk profile, and acquires different securities, though some overlap of common holdings may exist. Custom or specialty portfolios can be created at a clients’ request, or to meet a client’s risk and return objectives. Portfolio Holdings are selected through a bottom-up screening process using internally developed software designed to identify characteristics deemed attractive by their investment committee. | Finance |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
