Dana Moore Brisendine
Algemeen Directeur bij HMS Capital Management LLC
Profiel
Ms. Dana M.
Brisendine, CFA, is a Founding Principal at HMS Capital Management LLC.
She focuses her 25 plus years of investment industry experience on helping clients understand complicated financial concepts and create their own plan for Wealth Without Worry.
She entered the financial industry in 1993, working for the State of Tennessee’s pension fund, where she was Associate Portfolio Manager, one of only two women to hold this title.
She was ultimately responsible for management of the International Growth Portfolio, two U.S.
Sector Funds, and the Convertible Bond Arbitrage Portfolio.
She then joined an Atlanta based firm, GLOBALT Investments, as a partner and senior analyst.
Returning to Nashville in 2004, she joined SunTrust Bank as a Senior Portfolio Manager, advising ultra- high net worth clients on a wide-ranging array of financial subjects including retirement planning, investments, credit facilities, cash management, insurance, and estate planning.
She graduated from Belmont University with a degree in Business Administration and Finance.
Actieve functies van Dana Moore Brisendine
| Bedrijven | Functie | Begin |
|---|---|---|
HMS Capital Management LLC
 HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles. | Algemeen Directeur | 01-04-2009 |
Eerdere bekende functies van Dana Moore Brisendine
| Bedrijven | Functie | Einde |
|---|---|---|
Globalt, Inc.
 Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families | Analyst-Equity | 30-11-2004 |
Opleiding van Dana Moore Brisendine
| Belmont University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Globalt, Inc.
Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families | Finance |
HMS Capital Management LLC
HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles. | Finance |
