Profil
Mr. David J.
Wrigley, CFA MBA, is a Chief Investment Officer at Diversify Advisory Services LLC.
Mr. Wrigley was previously employed as an Investment Analyst by Waddell & Reed Investment Management Co., a Portfolio Manager by Cayuga MBA Fund LLC, a Chief Investment Officer by Foresight Wealth Management LLC, a Chief Investment Officer by Foresight Wealth Management LLC (Investment Management), and an Associate by JPMorgan Securities LLC.
He received his undergraduate degree from Brigham Young University and an MBA from Cornell University.
Postes actifs de David Jay Wrigley
| Sociétés | Poste | Début |
|---|
Anciens postes connus de David Jay Wrigley
| Sociétés | Poste | Fin |
|---|---|---|
Foresight Wealth Management LLC
 Foresight Wealth Management LLC Investment ManagersFinance Foresight Wealth Management LLC (FWM) is an independent, SEC-registered investment advisor headquartered in Draper, Utah. The firm was founded by Adam Nugent in 2010. FWM offers discretionary and non-discretionary portfolio management services to individual and institutional clients. | Directeur en chef des Investissements | 01/09/2022 |
Foresight Wealth Management LLC (Investment Management)
 Foresight Wealth Management LLC (Investment Management) Investment ManagersFinance Foresight Wealth Management LLC (Investment Management) (Foresight-IM) is the wealth management division of Foresight Wealth Management LLC, an investment management firm headquartered in Draper, Utah. Foresight-IM provides financial planning and investment management to select and high net worth individuals, companies, pension plans, and foundations. | Directeur en chef des Investissements | 01/09/2022 |
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Analyst-Equity | 01/09/2012 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Analyst-Equity | - |
| Cayuga MBA Fund LLC | Corporate Officer/Principal | - |
Formation de David Jay Wrigley
| Brigham Young University | Undergraduate Degree |
| Cornell University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
| Cayuga MBA Fund LLC | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
Foresight Wealth Management LLC (Investment Management)
Foresight Wealth Management LLC (Investment Management) Investment ManagersFinance Foresight Wealth Management LLC (Investment Management) (Foresight-IM) is the wealth management division of Foresight Wealth Management LLC, an investment management firm headquartered in Draper, Utah. Foresight-IM provides financial planning and investment management to select and high net worth individuals, companies, pension plans, and foundations. | Finance |
Foresight Wealth Management LLC
Foresight Wealth Management LLC Investment ManagersFinance Foresight Wealth Management LLC (FWM) is an independent, SEC-registered investment advisor headquartered in Draper, Utah. The firm was founded by Adam Nugent in 2010. FWM offers discretionary and non-discretionary portfolio management services to individual and institutional clients. | Finance |
