Profiel
Prior to joining Davidson Investment Advisors in 2004, Mr. Whitlow was Portfolio Manager at Safeco Asset Management in Seattle, Washington, and was Director of Research for Pacific Crest Securities.
Mr. Whitlow earned an MBA in Finance from the University of California and is a graduate of the University of Colorado, where he received a BA in Chemistry.
He received the Chartered Financial Analyst designation in 1980.
Eerdere bekende functies van Bill B. Whitlow
Bedrijven | Functie | Einde |
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Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. Investment ManagersFinance Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. | Lid van de Investeringscommissie | 26-10-2010 |
SAFECO Asset Management | Portefeuillebeheerder-Aandelen | 31-07-2004 |
Pacific Crest Securities LLC
Pacific Crest Securities LLC Investment Banks/BrokersFinance Founded in 1990, Pacific Crest Securities LLC is an independent investment bank and SEC-registered broker/dealer headquartered in Portland, Oregon. The firm is a subsidiary of KeyCorp. (NYSE: KEY). Pacific Crest Securities participates in the following types of business: (1) making inter-dealer markets in corporate securities over-the-counter (2) retailing corporate equity securities over-the-counter (3) underwriting and selling group participant securities (4) retailing mutual funds (5) dealing in U.S. government securities (6) trading securities for their own account and (7) private placements of securities. The firm does not engage in transactions involving commodities, commodity futures or commodity options. Their investment banking activities include providing advisory services related to M&A transactions. Pacific Crest Securities focuses exclusively on the technology sector. They seek to identify emerging trends and provide insight and solutions to institutional investors, venture capitalists and technology companies in North America and Europe. Pacific Crest Securities provides equity research, institutional sales and trading, merger and acquisition advisory services, public company financings, private company financings and corporate services. Within the technology sector, Pacific Crest Securities targets a variety of industries including: (1) government policy regulation (2) clean technology (3) Internet and digital media (4) software and systems (5) communications technologies and (6) semiconductor technologies. | Directeur van Onderzoek - Eigen Vermogen | - |
Opleiding van Bill B. Whitlow
University of California, Berkeley | Masters Business Admin |
The University of Colorado | Undergraduate Degree |
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Bedrijven in privébezit | 3 |
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Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. Investment ManagersFinance Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. | Finance |
SAFECO Asset Management | Finance |
Pacific Crest Securities LLC
Pacific Crest Securities LLC Investment Banks/BrokersFinance Founded in 1990, Pacific Crest Securities LLC is an independent investment bank and SEC-registered broker/dealer headquartered in Portland, Oregon. The firm is a subsidiary of KeyCorp. (NYSE: KEY). Pacific Crest Securities participates in the following types of business: (1) making inter-dealer markets in corporate securities over-the-counter (2) retailing corporate equity securities over-the-counter (3) underwriting and selling group participant securities (4) retailing mutual funds (5) dealing in U.S. government securities (6) trading securities for their own account and (7) private placements of securities. The firm does not engage in transactions involving commodities, commodity futures or commodity options. Their investment banking activities include providing advisory services related to M&A transactions. Pacific Crest Securities focuses exclusively on the technology sector. They seek to identify emerging trends and provide insight and solutions to institutional investors, venture capitalists and technology companies in North America and Europe. Pacific Crest Securities provides equity research, institutional sales and trading, merger and acquisition advisory services, public company financings, private company financings and corporate services. Within the technology sector, Pacific Crest Securities targets a variety of industries including: (1) government policy regulation (2) clean technology (3) Internet and digital media (4) software and systems (5) communications technologies and (6) semiconductor technologies. | Finance |