Profiel
Alex Marcus David is currently a Director at Financial Services Institute, Inc. Prior to this, he served as the President & Chief Executive Officer at Stifel Independent Advisors LLC (Investment Management) from 2021 to 2024.
Actieve functies van Alex David
Bedrijven | Functie | Begin |
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Financial Services Institute, Inc. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Alex David
Bedrijven | Functie | Einde |
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Stifel Independent Advisors LLC (Investment Management)
Stifel Independent Advisors LLC (Investment Management) Investment ManagersFinance Stifel Independent Advisors LLC (Investment Management) (Stifel Independent-IM) is the investment management divison of Stifel Independent Advisors LLC, a registered broker-dealer headquartered in St. Louis, Missouri. The firm is owned by Stifel Financial Corp. (NYSE: SF). Stifel Independent-IM provides advisory services to a variety of clients, which includes individuals, corporations, and other businesses, pension or profit-sharing plans, employee benefit plans, trusts, estates, charitable organizations, state and municipal government entities, educational institutions, insurance companies, and banks and thrift institutions. | Algemeen Directeur | 13-02-2024 |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Financial Services Institute, Inc. | |
Stifel Independent Advisors LLC (Investment Management)
Stifel Independent Advisors LLC (Investment Management) Investment ManagersFinance Stifel Independent Advisors LLC (Investment Management) (Stifel Independent-IM) is the investment management divison of Stifel Independent Advisors LLC, a registered broker-dealer headquartered in St. Louis, Missouri. The firm is owned by Stifel Financial Corp. (NYSE: SF). Stifel Independent-IM provides advisory services to a variety of clients, which includes individuals, corporations, and other businesses, pension or profit-sharing plans, employee benefit plans, trusts, estates, charitable organizations, state and municipal government entities, educational institutions, insurance companies, and banks and thrift institutions. | Finance |