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David Christian Brinkman
Analyst-Equity chez
Schneider Downs Wealth Management Advisors LP
Profil
Mr. David C.
Brinkman is an Investment Relationship Manager at Schneider Downs Wealth Management Advisors LP.
He specializes in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals.
In addition, he is actively involved in the firm’s investment research process including strategic portfolio construction, on-going investment due diligence of new and existing investment managers, and other ad-hoc research.
He has over 10 years of experience within the financial services industry.
He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics including holistic financial planning, income tax optimization, asset allocation and portfolio construction, and estate planning strategies
He is a CFA charter holder, a Certified Public Accountant, a Certified Financial Planner practitioner, and a member of the Columbus Society of Financial Analysts and the American Institute of Certified Public Accountants.
He holds a B.S.
in Accounting from the Fisher College of Business at The Ohio State University.
Postes actifs de David Christian Brinkman
| Sociétés | Poste | Début |
|---|---|---|
Schneider Downs Wealth Management Advisors LP
 Schneider Downs Wealth Management Advisors LP Investment ManagersFinance SDWMA seeks to lessen the level of risk within the model by diversifying among asset classes within the portfolio and by investing the portfolio in holdings that on their own have demonstrated a strong trade-off between risk and return. Client portfolio holdings include mutual funds, individual bond holdings, individual securities, including ETF’s, separate account manager investments and (to a lesser extent) limited partnerships. The firm’s method of analysis involves a process that focuses on both quantitative and qualitative factors. | Analyst-Equity | 01/05/2016 |
Formation de David Christian Brinkman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Schneider Downs Wealth Management Advisors LP
Schneider Downs Wealth Management Advisors LP Investment ManagersFinance SDWMA seeks to lessen the level of risk within the model by diversifying among asset classes within the portfolio and by investing the portfolio in holdings that on their own have demonstrated a strong trade-off between risk and return. Client portfolio holdings include mutual funds, individual bond holdings, individual securities, including ETF’s, separate account manager investments and (to a lesser extent) limited partnerships. The firm’s method of analysis involves a process that focuses on both quantitative and qualitative factors. | Finance |
Fisher College of Business
 Fisher College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
