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David Patrick Beatson
Plus aucun poste en cours
Profil
David Patrick Beatson formerly worked at American Management Systems, Inc., as Principal in 1989, Cash Reserve Fund, Inc., as Principal in 2001, Alexandria Capital LLC, as Partner, Senior Portfolio Manager & Advisor, Deutsche Bank Alex.
Brown, Inc., as Investment Advisor & Manager, Botree Westmount Partners LLC, as Senior Vice President & Portfolio Manager from 2002 to 2011, and National Association of Securities Dealers, Inc., as Principal in 1994.
Mr. Beatson received his undergraduate degree in 1987 from the University of Maryland.
Anciens postes connus de David Patrick Beatson
| Sociétés | Poste | Fin |
|---|---|---|
Botree Westmount Partners LLC
 Botree Westmount Partners LLC Investment ManagersFinance Alexandria Financial Associates (AFA) employs a total return investment approach that combines active and passive management. They select large-cap equities and REITs and complete their portfolios with a combination of actively-managed and passive mutual funds and ETFs in the following asset classes: mid-cap, small-cap, international equity, real estate and fixed-income. They may also use individual bond and preferred stock holdings. AFA employs fundamental analysis in their selection process for both individual equities and bonds. They focus on a company's balance sheet, income statement and management experience. The firm does not utilize technical analysis to time movements in and out of investments. When selecting mutual funds, AFA uses a strict qualitative and quantitative process to identify the best managers in terms of performance, longevity in manager tenure and consistency in investment policy (minimal style drift). AFA maintains strategic asset allocation, which changes as the client enters different phases of their lives or if particular circumstances change. The firm considers the tax impact and transaction costs of portfolio changes but they do not focus exclusively on these factors when making investment decisions. AFA focuses on identifying investments they believe will perform well over the long-term (typically, three years or greater) rather than over shorter periods. | Membre du Comité d'Investissement | 31/12/2011 |
Cash Reserve Fund, Inc.
 Cash Reserve Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 31/12/2001 |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance Provides financial regulatory services | Corporate Officer/Principal | 31/12/1994 |
American Management Systems, Inc.
 American Management Systems, Inc. Information Technology ServicesTechnology Services Provides information technology consulting and systems-integration services | Corporate Officer/Principal | 31/12/1989 |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Provides wealth management services | Corporate Officer/Principal | - |
Formation de David Patrick Beatson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
American Management Systems, Inc.
American Management Systems, Inc. Information Technology ServicesTechnology Services Provides information technology consulting and systems-integration services | Technology Services |
Cash Reserve Fund, Inc.
Cash Reserve Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Alexandria Capital LLC
 Alexandria Capital LLC Investment ManagersFinance Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis. | Finance |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Provides wealth management services | Finance |
Botree Westmount Partners LLC
Botree Westmount Partners LLC Investment ManagersFinance Alexandria Financial Associates (AFA) employs a total return investment approach that combines active and passive management. They select large-cap equities and REITs and complete their portfolios with a combination of actively-managed and passive mutual funds and ETFs in the following asset classes: mid-cap, small-cap, international equity, real estate and fixed-income. They may also use individual bond and preferred stock holdings. AFA employs fundamental analysis in their selection process for both individual equities and bonds. They focus on a company's balance sheet, income statement and management experience. The firm does not utilize technical analysis to time movements in and out of investments. When selecting mutual funds, AFA uses a strict qualitative and quantitative process to identify the best managers in terms of performance, longevity in manager tenure and consistency in investment policy (minimal style drift). AFA maintains strategic asset allocation, which changes as the client enters different phases of their lives or if particular circumstances change. The firm considers the tax impact and transaction costs of portfolio changes but they do not focus exclusively on these factors when making investment decisions. AFA focuses on identifying investments they believe will perform well over the long-term (typically, three years or greater) rather than over shorter periods. | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
National Association of Securities Dealers, Inc.
National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance Provides financial regulatory services | Finance |
