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Profiel
David Alexander Poole worked as a Portfolio Manager at ThomasPartners, Inc. He was also an Investment Management Analyst at Smith Barney Asset Management in 2004.
From 2005 to 2008, he worked at Pzena Investment Management LLC as a Principal.
Mr. Poole holds an MBA from Fordham University, which he received in 2009.
He also holds an undergraduate degree from the University of Vermont, which he received in 1999.
Eerdere bekende functies van David Alexander Poole
| Bedrijven | Functie | Einde |
|---|---|---|
Pzena Investment Management LLC
 Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments. | Corporate Officer/Principal | 31-05-2008 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 30-09-2004 |
ThomasPartners, Inc.
 ThomasPartners, Inc. Investment ManagersFinance ThomasPartners offers two strategies, a Dividend Growth Strategy (equity-focused) and a Balanced Income Strategy (allocations to equity and fixed income). For the Dividend Growth Strategy, and for the equity portion of the Balanced Income Strategy, The firm generally invests in dividend paying stocks from companies that they believe have the ability to grow their dividends. They primarily invest in companies with a minimum market capitalization of $1 billion. Most of ThomasPartners' investments are in large-cap, U.S.-based stocks, with lesser allocations to mid- and small-cap common stocks, international common stocks (in the form of ADRs and ordinary shares), domestic MLPs and REITs. The firm may also invest in mutual funds and ETFs. | Portefeuillebeheerder-Aandelen | - |
Opleiding van David Alexander Poole
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
10
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
ThomasPartners, Inc.
ThomasPartners, Inc. Investment ManagersFinance ThomasPartners offers two strategies, a Dividend Growth Strategy (equity-focused) and a Balanced Income Strategy (allocations to equity and fixed income). For the Dividend Growth Strategy, and for the equity portion of the Balanced Income Strategy, The firm generally invests in dividend paying stocks from companies that they believe have the ability to grow their dividends. They primarily invest in companies with a minimum market capitalization of $1 billion. Most of ThomasPartners' investments are in large-cap, U.S.-based stocks, with lesser allocations to mid- and small-cap common stocks, international common stocks (in the form of ADRs and ordinary shares), domestic MLPs and REITs. The firm may also invest in mutual funds and ETFs. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pzena Investment Management LLC
Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments. | Finance |
