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Historique de carrière de David L. Holmes
Anciens postes connus de David L. Holmes
Sociétés | Poste | Début | Fin |
---|---|---|---|
Dunham Trust Co.
![]() Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Directeur en chef des Investissements | 01/01/2009 | 31/12/2011 |
Gestionnaire de Portefeuille-Actions | 01/01/2009 | 31/12/2011 | |
Adagio Trust Co.
![]() Adagio Trust Co. Investment ManagersFinance Founded in 2001, Adagio Trust Co. is a registered investment advisor based in Reno, Nevada. | Directeur en chef des Investissements | - | 31/12/2008 |
Gestionnaire de Portefeuille-Actions | - | 31/12/2008 | |
President | - | 31/12/2008 | |
Whittier Trust Co.
![]() Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Corporate Officer/Principal | - | - |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | 01/01/1990 | - |
REALTY INCOME CORPORATION | Corporate Officer/Principal | - | - |
Formation de David L. Holmes
Brigham Young University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Sectorielle
Finance | 6 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
REALTY INCOME CORPORATION | Finance |
Entreprise privées | 4 |
---|---|
Whittier Trust Co.
![]() Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Adagio Trust Co.
![]() Adagio Trust Co. Investment ManagersFinance Founded in 2001, Adagio Trust Co. is a registered investment advisor based in Reno, Nevada. | Finance |
Dunham Trust Co.
![]() Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Finance |
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