![Dave Ashby](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dave Ashby
Portefeuillebeheerder-Aandelen bij
Stockman Wealth Management, Inc.
Profiel
Mr. David W.
Ashby, CFA, is a Managing Director at Stockman Wealth Management, Inc. He joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management.
Mr. Ashby was previously employed as Regional Investment Manager by Wells Fargo Bank Montana, NA.
Mr. Ashby earned his Bachelor of Business Administration in Finance from Gonzaga University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Spokane.
Actieve functies van Dave Ashby
| Bedrijven | Functie | Begin |
|---|---|---|
Stockman Wealth Management, Inc.
 Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective. | Portefeuillebeheerder-Aandelen | 01-11-2016 |
Eerdere bekende functies van Dave Ashby
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Bank Montana, NA
 Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Opleiding van Dave Ashby
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
8
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wells Fargo Bank Montana, NA
Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective. | Finance |
Gonzaga University
 Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
