Dave Gilbert
Portefeuillebeheerder-Aandelen bij Sheets Smith Wealth Management
Profiel
Mr. David B.
Gilbert, CFA MBA, is an Executive Vice President & Wealth Manager at Sheets Smith Wealth Management.
He has over 40 years of experience in the investment management business.
Prior to joining the company in 1994, Mr. Gilbert was President and co-founder of Salem Investment Counselors, Inc., where he was CEO and portfolio manager.
His earlier experience was with Wachovia Bank and Trust Company, N.A., in Winston-Salem where he served as Vice President in Capital Management.
He received a Master of Science of Business Administration with a concentration in Management from the University of North Carolina at Greensboro and a Bachelor of Arts degree in Psychology from the University of Arkansas.
Actieve functies van Dave Gilbert
| Bedrijven | Functie | Begin |
|---|---|---|
Sheets Smith Wealth Management
 Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Portefeuillebeheerder-Aandelen | 01-01-1994 |
Eerdere bekende functies van Dave Gilbert
| Bedrijven | Functie | Einde |
|---|---|---|
Salem Investment Counselors, Inc.
 Salem Investment Counselors, Inc. Investment ManagersFinance Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US. | Oprichter | 31-01-1994 |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - |
Opleiding van Dave Gilbert
| The University of North Carolina at Greensboro | Graduate Degree |
| The University of Arkansas | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Finance |
Salem Investment Counselors, Inc.
Salem Investment Counselors, Inc. Investment ManagersFinance Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
