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David Gary McBride
Membre du Comité d'Investissement chez
Marco Investment Management LLC
Profil
Mr. David G.
McBride, CFA MBA, is a Portfolio Manager at Marco Investment Management LLC.
He is responsible for the management of equity, balanced and fixed income accounts.
He also serves on Marco’s Investment Strategy Committee.
He has over 20 years of investment management experience.
Prior to joining Marco Investment Management in 2011, Mr. McBride spent nine years working first as a Portfolio Manager handling individual accounts for both high net worth and institutional clients and then as Head of Portfolio Investment Strategy.
He began his career as a Research Analyst with a national money management firm and later worked as a Portfolio Analyst with PaineWebber.
He received his BS degree from Auburn University and his MBA, with a concentration in Finance, from Georgia State University.
He is a Chartered Financial Analyst and a member of the CFA Society of Atlanta.
Postes actifs de David Gary McBride
| Sociétés | Poste | Début |
|---|---|---|
Marco Investment Management LLC
 Marco Investment Management LLC Investment ManagersFinance MIM actively manages client’s portfolio in a manner that is consistent with their goals. The firm’s core equity process is centered around buying high-quality companies with strong fundamentals that will thrive in a strong economic environment but are well capitalized to endure a decline in economic activity. They put particular emphasis on companies that are market leaders in their respective sectors with further emphasis on earnings quality and growth. MIM also target what they believe to be emerging leaders in the mid-cap category. As a top-down manager, they are not sector neutral but will generally not exceed two times the S&P sector weight. | Membre du Comité d'Investissement | 01/01/2011 |
Anciens postes connus de David Gary McBride
| Sociétés | Poste | Fin |
|---|---|---|
BIP Wealth LLC
 BIP Wealth LLC Investment ManagersFinance BIP invests in a variety of investment types. Investments are determined based upon the client’s investment objectives, risk tolerance, net worth, net income, time horizon, tax situation and various suitability factors. The firm seeks to build portfolios that blend public market investing with additional portfolio diversification through private market, alternative investments. Their investment approach is firmly rooted in the belief that markets are fairly efficient and that investor’s gross returns are determined principally by asset allocation decisions. BIP favors small and value stocks as it shown to provide superior returns over time, and around the world. | Gestionnaire de Portefeuille-Actions | 31/12/2010 |
R. Stewart Eads Investment Counsel, Inc.
 R. Stewart Eads Investment Counsel, Inc. Investment ManagersFinance EHWM manages investment portfolios that invest in the stock or bond markets. Their investment analysis process is a top-down fundamental approach working from the broadest/general issues on down to specific securities to purchase. They look for undervalued companies whose current price is low relative to the fundamentals they foresee. | Gestionnaire de Portefeuille-Actions | 30/06/2008 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Analyst-Equity | - |
Lang Asset Management, Inc.
 Lang Asset Management, Inc. Investment ManagersFinance LAM specializes in managing low-cost, well-diversified, high-quality fixed income and equity portfolios for clients. To optimize the risk and return of a portfolio, the firm diversifies their fixed income holdings among high quality corporate bonds and high-quality municipal bonds, all initially rate AAA, AA, or less often, A, at the time of purchase. All equity investments should reflect the client’s stated investment goals. LAM emphasizes a fundamental, long-term buy-and-hold strategy for fixed income securities. For a client’s equity strategy, the goal is to meet the client’s goals, so the strategy may be short-term or long-term in nature. | Analyst-Equity | - |
Formation de David Gary McBride
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
R. Stewart Eads Investment Counsel, Inc.
R. Stewart Eads Investment Counsel, Inc. Investment ManagersFinance EHWM manages investment portfolios that invest in the stock or bond markets. Their investment analysis process is a top-down fundamental approach working from the broadest/general issues on down to specific securities to purchase. They look for undervalued companies whose current price is low relative to the fundamentals they foresee. | Finance |
Marco Investment Management LLC
Marco Investment Management LLC Investment ManagersFinance MIM actively manages client’s portfolio in a manner that is consistent with their goals. The firm’s core equity process is centered around buying high-quality companies with strong fundamentals that will thrive in a strong economic environment but are well capitalized to endure a decline in economic activity. They put particular emphasis on companies that are market leaders in their respective sectors with further emphasis on earnings quality and growth. MIM also target what they believe to be emerging leaders in the mid-cap category. As a top-down manager, they are not sector neutral but will generally not exceed two times the S&P sector weight. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Lang Asset Management, Inc.
Lang Asset Management, Inc. Investment ManagersFinance LAM specializes in managing low-cost, well-diversified, high-quality fixed income and equity portfolios for clients. To optimize the risk and return of a portfolio, the firm diversifies their fixed income holdings among high quality corporate bonds and high-quality municipal bonds, all initially rate AAA, AA, or less often, A, at the time of purchase. All equity investments should reflect the client’s stated investment goals. LAM emphasizes a fundamental, long-term buy-and-hold strategy for fixed income securities. For a client’s equity strategy, the goal is to meet the client’s goals, so the strategy may be short-term or long-term in nature. | Finance |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Auburn University
 Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Georgia State University
 Georgia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BIP Wealth LLC
BIP Wealth LLC Investment ManagersFinance BIP invests in a variety of investment types. Investments are determined based upon the client’s investment objectives, risk tolerance, net worth, net income, time horizon, tax situation and various suitability factors. The firm seeks to build portfolios that blend public market investing with additional portfolio diversification through private market, alternative investments. Their investment approach is firmly rooted in the belief that markets are fairly efficient and that investor’s gross returns are determined principally by asset allocation decisions. BIP favors small and value stocks as it shown to provide superior returns over time, and around the world. | Finance |
