David J. Casariego
Directeur/Membre du Conseil chez SierraConstellation Partners LLC
Profil
Mr. David J.
Casariego, CFA, is an Investment Analyst at Dartmouth College.
Prior to joining Dartmouth College Investment Office in 2012, Mr. Casariego was previously employed as an Associate by Keefe, Bruyette & Woods, Inc., an Analyst by Thomson Reuters Corp., an Analyst by Merrill Lynch, Pierce, Fenner & Smith, Inc., and an Analyst by Merrill Lynch Global Private Equity, Inc.
Mr. Casariego graduated from Cornell University with a Bachelor of Arts in 2008.
He is a CFA charter holder.
Postes actifs de David J. Casariego
| Sociétés | Poste | Début |
|---|---|---|
SierraConstellation Partners LLC
 SierraConstellation Partners LLC Investment ManagersFinance SierraConstellation Partners LLC is a national interim management and advisory firm that serves middle-market companies and their partners and investors. The private company is based in Los Angeles, CA, and has a presence in several other locations. SierraConstellation Partners specializes in helping companies navigate through difficult business challenges by providing effective operational improvements and financial solutions. The team of senior professionals at SierraConstellation Partners has decades of experience operating and advising companies, including former CEOs, COOs, CFOs, private equity investors, and investment bankers. The company was founded by Lawrence R. Perkins, who has been the CEO since incorporation. | Directeur/Membre du Conseil | 12/11/2019 |
Anciens postes connus de David J. Casariego
| Sociétés | Poste | Fin |
|---|---|---|
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Corporate Officer/Principal | 31/12/2011 |
| THOMSON REUTERS CORPORATION | Corporate Officer/Principal | 01/08/2010 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | 01/07/2009 |
Merrill Lynch Global Private Equity, Inc.
 Merrill Lynch Global Private Equity, Inc. Investment ManagersFinance Headquartered in New York City, Merrill Lynch Global Partners (MLGP), formerly Merrill Lynch Private Equity Group, is the private equity investment arm of Merrill Lynch & Co., Inc. (NYSE: MER) | Corporate Officer/Principal | 01/08/2007 |
Dartmouth College (Investment Management)
 Dartmouth College (Investment Management) Investment ManagersFinance Dartmouth College (Investment Management) (dba Dartmouth College Investment Office) is the investment management division of Dartmouth College, a private Ivy League research university headquartered in Hanover, New Hampshire. The investment office is based in Boston, Massachusetts. Dartmouth College Investment Office manages the investments of the College, including most notably the endowment. The endowment provides financial support to the College, including The Geisel School of Medicine, the Thayer School of Engineering, the Tuck School of Business, and the Guarini School of Graduate and Advanced Studies. | Analyst-Equity | - |
Formation de David J. Casariego
| Cornell University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| THOMSON REUTERS CORPORATION | Technology Services |
| Entreprise privées | 5 |
|---|---|
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
Merrill Lynch Global Private Equity, Inc.
Merrill Lynch Global Private Equity, Inc. Investment ManagersFinance Headquartered in New York City, Merrill Lynch Global Partners (MLGP), formerly Merrill Lynch Private Equity Group, is the private equity investment arm of Merrill Lynch & Co., Inc. (NYSE: MER) | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Dartmouth College (Investment Management)
Dartmouth College (Investment Management) Investment ManagersFinance Dartmouth College (Investment Management) (dba Dartmouth College Investment Office) is the investment management division of Dartmouth College, a private Ivy League research university headquartered in Hanover, New Hampshire. The investment office is based in Boston, Massachusetts. Dartmouth College Investment Office manages the investments of the College, including most notably the endowment. The endowment provides financial support to the College, including The Geisel School of Medicine, the Thayer School of Engineering, the Tuck School of Business, and the Guarini School of Graduate and Advanced Studies. | Finance |
SierraConstellation Partners LLC
SierraConstellation Partners LLC Investment ManagersFinance SierraConstellation Partners LLC is a national interim management and advisory firm that serves middle-market companies and their partners and investors. The private company is based in Los Angeles, CA, and has a presence in several other locations. SierraConstellation Partners specializes in helping companies navigate through difficult business challenges by providing effective operational improvements and financial solutions. The team of senior professionals at SierraConstellation Partners has decades of experience operating and advising companies, including former CEOs, COOs, CFOs, private equity investors, and investment bankers. The company was founded by Lawrence R. Perkins, who has been the CEO since incorporation. | Finance |
