David Say Edwards

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Finance

Consumer Services

Profil

David Say Edwards was the founder of Heron Capital Management, Inc. (founded in 1994) where he held the title of President & Portfolio Manager from 2011 to 2012.
He was also the founder of Heron Financial Group LLC (founded in 2007) where he held the title of President & Wealth Advisor from 2007 to 2023.
Mr. Edwards's former jobs include positions at Nomura Securities International, Inc., JPMorgan Investment Management, Inc., and Morgan Stanley, where he held the title of Principal.
Mr. Edwards's education history includes an MBA from the University of Virginia (conferred in 1993) and an undergraduate degree from Hamilton College (New York) (conferred in 1983).

Anciens postes connus de David Say Edwards

Sociétés	Poste	Fin
Heron Financial Group LLC Heron Financial Group LLC Investment ManagersFinance Wealthspire advises on, and/or invest in a variety of securities including but not limited to equities, corporate and municipal bonds, US treasuries, warrants, mutual funds (including exchange traded funds (ETFs)), and annuities, and recommend or utilize TPAs. The investment strategy for a specific client is based upon the objectives stated by the client during consultations.	Directeur Général	01/06/2023
Heron Capital Management, Inc. Heron Capital Management, Inc. Investment ManagersFinance Heron begins with a top-down analysis of economic conditions, evaluating the climate for investing in the stock market. This macro model uses information about the yield curve, commodities prices, currency movements, and movements in the major indices to come up with an overall bull/neutral/bear rating on the stock market. The second model recommends asset allocations among different sectors of the stock market depending on whether the economy is in the early or late stages of expansion or whether the economy is in a period of contraction. The firm evaluates individual companies using a combination of quantitative, technical and fundamental criteria that have been shown through experience to give reasonably good objective selections. Quantitative selections are backed up with additional qualitative analysis. Companies diversified across the major stock market sectors of technology, healthcare, financial services, consumer durables and non-durables, energy and business services satisfy these criteria. For those institutional clients who wish to be 100% invested in stocks at all times, Heron may purchase put options on indexes to reduce exposure of the client to the stock market during periods when the macro model has rated conditions neutral or bearish. The options purchased are always long dated and out of the money and are used only as hedges, never as outright positions. In constructing portfolios, consideration is made of the client's financial objectives, the degree of industry diversification in the account and any other factors governing the client's account. Fixed-income securities may be included as necessary to achieve client's objectives for total annual return. The majority of client accounts at Heron are taxable so minimizing realized capital gains is an important part of their work. Capital gains are deferred until the asset is sold and commission expenses are minimized.	Fondateur	26/12/2012
MORGAN STANLEY	Corporate Officer/Principal	17/06/2003
Nomura Securities International, Inc. Nomura Securities International, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	17/06/2003
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Corporate Officer/Principal	31/12/1993

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Entreprise privées	7
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Finance
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
Heron Capital Management, Inc. Heron Capital Management, Inc. Investment ManagersFinance Heron begins with a top-down analysis of economic conditions, evaluating the climate for investing in the stock market. This macro model uses information about the yield curve, commodities prices, currency movements, and movements in the major indices to come up with an overall bull/neutral/bear rating on the stock market. The second model recommends asset allocations among different sectors of the stock market depending on whether the economy is in the early or late stages of expansion or whether the economy is in a period of contraction. The firm evaluates individual companies using a combination of quantitative, technical and fundamental criteria that have been shown through experience to give reasonably good objective selections. Quantitative selections are backed up with additional qualitative analysis. Companies diversified across the major stock market sectors of technology, healthcare, financial services, consumer durables and non-durables, energy and business services satisfy these criteria. For those institutional clients who wish to be 100% invested in stocks at all times, Heron may purchase put options on indexes to reduce exposure of the client to the stock market during periods when the macro model has rated conditions neutral or bearish. The options purchased are always long dated and out of the money and are used only as hedges, never as outright positions. In constructing portfolios, consideration is made of the client's financial objectives, the degree of industry diversification in the account and any other factors governing the client's account. Fixed-income securities may be included as necessary to achieve client's objectives for total annual return. The majority of client accounts at Heron are taxable so minimizing realized capital gains is an important part of their work. Capital gains are deferred until the asset is sold and commission expenses are minimized.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hamilton College (New York) Hamilton College (New York) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Nomura Securities International, Inc. Nomura Securities International, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Heron Financial Group LLC Heron Financial Group LLC Investment ManagersFinance Wealthspire advises on, and/or invest in a variety of securities including but not limited to equities, corporate and municipal bonds, US treasuries, warrants, mutual funds (including exchange traded funds (ETFs)), and annuities, and recommend or utilize TPAs. The investment strategy for a specific client is based upon the objectives stated by the client during consultations.	Finance