David Theron Coleman
Directeur Général chez Cornerstone Investment Advisors, Inc.
Profil
Mr. David T.
Coleman, Jr., is a Registered Investment Advisor & President at Cornerstone Investment Advisors, Inc. He founded, and has worked for Cornerstone since it's inception in November 1994.
Prior to starting Cornerstone, he spent 7 years in the Atlanta, Georgia office of Merrill Lynch & Company, where he served as a Financial Consultant to individual investors.
While there, he helped manage $106 million for a wide range of clients.
Prior to joining Merrill Lynch, he was a Management Associate at Trust Company Bank of Georgia.
He has a BBA degree in Finance from the University of Georgia, with a concentration of studies in Investments & Securities Analysis.
Postes actifs de David Theron Coleman
| Sociétés | Poste | Début |
|---|---|---|
Cornerstone Investment Advisors, Inc.
 Cornerstone Investment Advisors, Inc. Investment ManagersFinance Cornerstone Investment Advisors, Inc. (Cornerstone) is an independent asset management firm headquartered in Alpharetta, Georgia. The firm was founded in 1994 by David Coleman. Cornerstone manages investment portfolios for Individuals and Businesses. | Directeur Général | 01/11/1994 |
Anciens postes connus de David Theron Coleman
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Corporate Officer/Principal | 31/12/1993 |
Formation de David Theron Coleman
| University of Georgia | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cornerstone Investment Advisors, Inc.
Cornerstone Investment Advisors, Inc. Investment ManagersFinance Cornerstone Investment Advisors, Inc. (Cornerstone) is an independent asset management firm headquartered in Alpharetta, Georgia. The firm was founded in 1994 by David Coleman. Cornerstone manages investment portfolios for Individuals and Businesses. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
