![Dennis J. Whittaker](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Whittaker is a graduate of the University of Arkansas and was a Vice President and Senior Portfolio Manager at Union Planters Advisors prior to Arvest.
Prior to joining the Union Planters organization in December 2002, Mr. Whittaker directed the financial services group for Duncan Williams, Inc., a regional broker/dealer, from April 2002 to December 2002, where he was responsible for production of various market and economic commentaries, trade recommendations and portfolio analytics for the firm’s banking and credit union clientele.
Mr. Whittaker served as a public and structured finance-underwriting analyst for Llama Company, a regional broker/dealer, from 1997 to 1999, and served as a fixed income portfolio manager for Arvest Asset Management from 1999 to 2002.
Anciens postes connus de Dennis J. Whittaker
| Sociétés | Poste | Fin |
|---|---|---|
Arvest Investments, Inc.
 Arvest Investments, Inc. Investment ManagersFinance AWM uses different methods of analysis to formulate their investment advice and/or manage their client assets, which include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, and asset allocation. The firm’s goal is to construct portfolios built on these key characteristics that are designed to meet their clients' investment objectives. AWM is value-oriented and focuses on consistent, long-term performance. They use long-term purchases, short-term purchases, timely investment of customer funds, and the use of options as investment strategies to manage client accounts. | Portfolio Manager-Fixed Income | 01/05/2008 |
Regions Investment Management, Inc.
 Regions Investment Management, Inc. Investment ManagersFinance RIM offers a comprehensive, goals-based approach to managing, protecting, and growing their client’s assets. The firm manages Equity, Fixed Income and Balanced portfolios and focuses on managing active, diversified strategies. Their Investment Strategy Committee (ISC) defines and develops investment strategies. | Portfolio Manager-Fixed Income | 01/12/2005 |
SouthState DuncanWilliams Securities Corp.
 SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/12/2002 |
Arvest Investments, Inc.
Arvest Investments, Inc. Investment ManagersFinance AWM uses different methods of analysis to formulate their investment advice and/or manage their client assets, which include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, and asset allocation. The firm’s goal is to construct portfolios built on these key characteristics that are designed to meet their clients' investment objectives. AWM is value-oriented and focuses on consistent, long-term performance. They use long-term purchases, short-term purchases, timely investment of customer funds, and the use of options as investment strategies to manage client accounts. | Portfolio Manager-Fixed Income | 31/12/2001 |
Formation de Dennis J. Whittaker
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Regions Investment Management, Inc.
Regions Investment Management, Inc. Investment ManagersFinance RIM offers a comprehensive, goals-based approach to managing, protecting, and growing their client’s assets. The firm manages Equity, Fixed Income and Balanced portfolios and focuses on managing active, diversified strategies. Their Investment Strategy Committee (ISC) defines and develops investment strategies. | Finance |
Arvest Investments, Inc.
Arvest Investments, Inc. Investment ManagersFinance AWM uses different methods of analysis to formulate their investment advice and/or manage their client assets, which include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, and asset allocation. The firm’s goal is to construct portfolios built on these key characteristics that are designed to meet their clients' investment objectives. AWM is value-oriented and focuses on consistent, long-term performance. They use long-term purchases, short-term purchases, timely investment of customer funds, and the use of options as investment strategies to manage client accounts. | Finance |
SouthState DuncanWilliams Securities Corp.
SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Arkansas
 The University of Arkansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
