Profil
Prior to joining IMS, Mr. White worked for over two decades at the full service brokerage firms of Salomon Smith Barney and Piper Jaffray, where he actively managed equity and fixed income portfolios while working with clients on a broad array of investments.
Mr. White earned his Bachelor of Science degree from Oregon State University.
Anciens postes connus de Monte Dean White
| Sociétés | Poste | Fin |
|---|---|---|
IMS Capital Management, Inc.
IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management offers investments primarily through four different strategies: a Capital Value Strategy, a Dividend Growth Strategy and a Strategic Income Strategy, each offered through the IMS Funds and/or through separately managed accounts; and a Strategic Allocation Program offered only through separately managed accounts. The firm also develops customized portfolios of fixed income and/or equity securities designed to meet the specific needs of the client. The analysis methods include fundamental research, cyclical analysis, quantitative tools and investment approach. | Gestionnaire de Portefeuille-Actions | 30/06/2011 |
Piper Sandler & Co.
Piper Sandler & Co. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Formation de Monte Dean White
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
IMS Capital Management, Inc.
IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management offers investments primarily through four different strategies: a Capital Value Strategy, a Dividend Growth Strategy and a Strategic Income Strategy, each offered through the IMS Funds and/or through separately managed accounts; and a Strategic Allocation Program offered only through separately managed accounts. The firm also develops customized portfolios of fixed income and/or equity securities designed to meet the specific needs of the client. The analysis methods include fundamental research, cyclical analysis, quantitative tools and investment approach. | Finance |
Oregon State University
Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Piper Sandler & Co.
Piper Sandler & Co. Investment ManagersFinance Provides investment advice | Finance |
















