Profil
Mr. John F.
DeSimone is a Chief Financial Officer at Dakota Wealth LLC.
Mr. DeSimone was previously employed as a Principal by Bank of Boston Corp., by Ernst & Young LLP, and by FIAM LLC.
He received his undergraduate degree from Bryant University, a graduate degree from Boston University School of Law, a graduate degree from the University of Baltimore and an MBA from the University of Baltimore.
Anciens postes connus de John Frederick DeSimone
| Sociétés | Poste | Fin |
|---|---|---|
Dakota Wealth LLC
Dakota Wealth LLC Investment ManagersFinance DWM uses a process that includes the inputs of valuation and fundamental analysis, along with a rules-based overlay incorporating technical analysis that helps inform their decision making. They then apply this process in the form of different types of investment offerings: equities, fixed income, ETFs, asset allocation and options. The firm utilizes both actively and passively managed mutual funds in an asset allocation framework to provide client portfolios with a diversified exposure to the broader capital markets. | Fondateur | 01/01/2021 |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | - |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | - |
Bank of Boston Corp.
Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | - |
Formation de John Frederick DeSimone
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Inactives
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 | 7 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Bank of Boston Corp.
Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Finance |
University of Baltimore
University of Baltimore Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
Dakota Wealth LLC
Dakota Wealth LLC Investment ManagersFinance DWM uses a process that includes the inputs of valuation and fundamental analysis, along with a rules-based overlay incorporating technical analysis that helps inform their decision making. They then apply this process in the form of different types of investment offerings: equities, fixed income, ETFs, asset allocation and options. The firm utilizes both actively and passively managed mutual funds in an asset allocation framework to provide client portfolios with a diversified exposure to the broader capital markets. | Finance |
Bryant University
Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston University School of Law
Boston University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















