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David Edward Holtzman
Corporate Officer/Principal chez
The Bryn Mawr Trust Co.
Profil
David Edward Holtzman currently works at The Bryn Mawr Trust Co., as SVP, Team Leader & Portfolio Manager and The Bryn Mawr Trust Co. (Investment Management), as Senior Investment Advisor.
Mr. Holtzman also formerly worked at Ashbridge Investment Management LLC, as Managing Director from 2004 to 2010, The Vanguard Group, Inc., as Senior Manager, Davidson Trust Co., as Senior Vice President, SEI Investments Management Corp., as Chief Investment Officer, and Signature Financial Management, Inc., as Chief Investment Officer.
Mr. Holtzman received his undergraduate degree in 1986 from Bucknell University.
Postes actifs de David Edward Holtzman
| Sociétés | Poste | Début |
|---|---|---|
The Bryn Mawr Trust Co.
 The Bryn Mawr Trust Co. Investment ManagersFinance Provides wealth planning and investment management services | Corporate Officer/Principal | - |
The Bryn Mawr Trust Co. (Investment Management)
 The Bryn Mawr Trust Co. (Investment Management) Investment ManagersFinance BMT-IM provides comprehensive, tailored financial solutions designed to optimize and preserve their client’s wealth. The firm develops a deeply personalized strategy that addresses their client’s short- and long-term wealth management goals. | Gestionnaire de Portefeuille-Actions | 01/11/2010 |
Anciens postes connus de David Edward Holtzman
| Sociétés | Poste | Fin |
|---|---|---|
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate. The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List. Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability. | Gestionnaire de Portefeuille-Actions | - |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Gestionnaire de Portefeuille-Actions | - |
Signature Financial Management, Inc.
 Signature Financial Management, Inc. Investment ManagersFinance Brown Advisory’s approach to investing is long-term, generally defined as a full market cycle lasting 7 to more than 10 years. They invest globally in both active and passive strategies. The firm invests in active strategies with managers they believe to have an identifiable edge in their investment process. Investments in passive strategies generally include ETFs and index funds, capturing market exposure with lower fees. Brown Advisory focuses on risk and return, managing risk mainly by diversification and paying attention to valuation, and they are willing to sacrifice on the upside to protect the downside. Across all strategies, the firm seeks to manage fees and taxes as part of their investment process. | Directeur en chef des Investissements | 19/07/2004 |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Directeur en chef des Investissements | 01/01/1980 |
Ashbridge Investment Management LLC
 Ashbridge Investment Management LLC Investment ManagersFinance Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing. | Membre du Comité d'Investissement | 31/05/2010 |
Formation de David Edward Holtzman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Finance |
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate. The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List. Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability. | Finance |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Finance |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Provides wealth planning and investment management services | Finance |
Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing. | Finance |
Signature Financial Management, Inc.
Signature Financial Management, Inc. Investment ManagersFinance Brown Advisory’s approach to investing is long-term, generally defined as a full market cycle lasting 7 to more than 10 years. They invest globally in both active and passive strategies. The firm invests in active strategies with managers they believe to have an identifiable edge in their investment process. Investments in passive strategies generally include ETFs and index funds, capturing market exposure with lower fees. Brown Advisory focuses on risk and return, managing risk mainly by diversification and paying attention to valuation, and they are willing to sacrifice on the upside to protect the downside. Across all strategies, the firm seeks to manage fees and taxes as part of their investment process. | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Bryn Mawr Trust Co. (Investment Management)
The Bryn Mawr Trust Co. (Investment Management) Investment ManagersFinance BMT-IM provides comprehensive, tailored financial solutions designed to optimize and preserve their client’s wealth. The firm develops a deeply personalized strategy that addresses their client’s short- and long-term wealth management goals. | Finance |
