Profiel
Mr. Redo joined Wetherby Asset Mangement in 2003 with thirty years of experience in the investment industry.
Most recently, he served as the Managing Director of Fremont Investment Advisors (FIA), where he was responsible for Private High Net-Worth Client Investments.
He was the CEO, Chief Investment Officer, Board Member and Founder of FIA, as well as the CEO and Founder of Fremont Mutual Funds.
Before joining Fremont Group in 1986, Mr. Redo managed retirement fund investments for the Bechtel Group and Pacific Bell.
Mr. Redo received an MBA from Santa Clara University and a Bachelor of Science degree in Electrical Engineering for the University of California at Berkeley.
He serves on the Boards of Fremont Mutual Funds, Cal Performances and Sit/Kim International Investments.
He is an advisor to Callan Associates Board of Directors.
Mr. Redo is also a Trustee Emeritus, and a member and past Chairman of the Investment Committee of the University of California at Berkeley Foundation.
Eerdere bekende functies van Dave Lucien Redo
| Bedrijven | Functie | Einde |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Portefeuillebeheerder-Aandelen | 27-08-2010 |
Fremont Investment Advisors, Inc.
 Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds. | Corporate Officer/Principal | 01-01-2003 |
Pacific Bell Telephone Co.
 Pacific Bell Telephone Co. Specialty TelecommunicationsCommunications Part of AT&T, Inc., Pacific Bell Telephone Co. provides telephone services. The company is based in San Francisco, CA. | Corporate Officer/Principal | - |
Bechtel Group, Inc.
 Bechtel Group, Inc. HomebuildingConsumer Durables Bechtel Group, Inc. provides engineering and construction services. It offers technology, development, financing, ownership, procurement, safety, and environment services for roads, rail systems, airports, seaports, fossil and nuclear power plants, refineries and petrochemical facilities, mines and smelters, defense and aerospace facilities, environmental cleanup projects, telecommunications networks, pipelines and oil and gas field development services. The company is headquartered in Reston, VA. | Corporate Officer/Principal | - |
Opleiding van Dave Lucien Redo
| Santa Clara University | Masters Business Admin |
| University of California, Berkeley | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
Fremont Investment Advisors, Inc.
Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds. | Finance |
Bechtel Group, Inc.
Bechtel Group, Inc. HomebuildingConsumer Durables Bechtel Group, Inc. provides engineering and construction services. It offers technology, development, financing, ownership, procurement, safety, and environment services for roads, rail systems, airports, seaports, fossil and nuclear power plants, refineries and petrochemical facilities, mines and smelters, defense and aerospace facilities, environmental cleanup projects, telecommunications networks, pipelines and oil and gas field development services. The company is headquartered in Reston, VA. | Consumer Durables |
Pacific Bell Telephone Co.
Pacific Bell Telephone Co. Specialty TelecommunicationsCommunications Part of AT&T, Inc., Pacific Bell Telephone Co. provides telephone services. The company is based in San Francisco, CA. | Communications |
