Profil
Mr. Dick A.
Havey, CFA, is a Managing Director at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
Mr. Havey joined the AT Investment Advisers in March 2004, from Stein Roe Investment Counsel LLC.
Prior to that, he worked at Norwest Investment Management & Trust, where he was a Senior Portfolio Manager for nearly fifteen years.
He began his career with Marine Bank serving as a Portfolio Manager and Equity Analyst.
He is President of the Denver Society of Security Analysts and a member of the CFA Institute.
He is a past president and director of the CFA Society of Colorado and a member of the CFA Institute.
Mr. Havey earned his BS in Finance at the University of Illinois at Champaign and is a CFA charter holder.
Anciens postes connus de Dick A. Havey
| Sociétés | Poste | Fin |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
Wells Fargo Bank West, NA (Denver, Colorado)
 Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | 31/12/1998 |
Marine Bank & Trust (Illinois)
 Marine Bank & Trust (Illinois) Regional BanksFinance Marine Bank & Trust (Illinois) operates as a state commercial bank. Its services include personal, account, online services, card, borrowing and financial services. The company is headquartered in Hamilton, IL. | Corporate Officer/Principal | - |
Formation de Dick A. Havey
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Marine Bank & Trust (Illinois)
Marine Bank & Trust (Illinois) Regional BanksFinance Marine Bank & Trust (Illinois) operates as a state commercial bank. Its services include personal, account, online services, card, borrowing and financial services. The company is headquartered in Hamilton, IL. | Finance |
Wells Fargo Bank West, NA (Denver, Colorado)
Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
