David Eric Archibald
Directeur van Onderzoek - Eigen Vermogen bij Beacon Rock Research LLC
Profiel
Mr. David E.
Archibald, CFA, is an Advisor at Beacon Rock Research LLC.
He joined the firm in April 2005.
Mr. Archibald previously served as a Director and Senior Vice President of Crown Point Group Ltd.
and as Principal and Director of Research of its subsidiary broker/dealer, The Robins Group LLC.
He joined Crown Point Group in November of 2002 after serving as Managing Director of Research and VP of the RedChip Review.
He also was responsible for day-to-day operations of RedChip companies in his capacity as General Manager and oversaw all compliance protocols.
In addition he served as Branch Manager of the Portland office for Digital Offering, a broker-dealer subsidiary of Red Chip Companies, LLC.
Prior to joining the RedChip Review, he was a Senior Portfolio Manager and Vice President for US Trust Company, N.A.
where he managed both taxable and not-taxable equity and fixed income portfolios for ERISA, high net worth and charitable clients.
He previously was employed as a Bond Manager and Equity Analyst for The Crabbe-Huson Company, Trust Investment Manager for WestOne Bank, Trust Investment Officer and Equity Analyst for Oregon Bank and as an economic consultant for A.
B.
Laffer Associates.
Mr. Archibald graduated from Claremont McKenna College in 1978 with a B.A.
in Political Science and Economics.
He currently holds NASD Series 7, 24, 63, 86 and 87.
Actieve functies van David Eric Archibald
Bedrijven | Functie | Begin |
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Beacon Rock Research LLC
Beacon Rock Research LLC Investment Banks/BrokersFinance Beacon Rock Research LLC is an independent investment research firm located in Portland, Oregon. They focus on precious, base metals and substitutes, oil and gas, alternative energy, communications and human resources. They utilize a mediasite recorder whenever possible to help companies explain their opportunities first-hand without the filter of analysts, brokers and the investment media. | Directeur van Onderzoek - Eigen Vermogen | 01-04-2005 |
Eerdere bekende functies van David Eric Archibald
Bedrijven | Functie | Einde |
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J. M. Dutton & Associates
J. M. Dutton & Associates Investment Banks/BrokersFinance Headquartered in El Dorado Hills, California, J. M. Dutton & Associates is a broker/dealer. The firm offers a full array of investment services with a focus on small-cap public companies. They provide issuer-paid research and widely distribute their research to institutions and individuals, both domestic and international. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2009 |
Oregon Bankers Association
Oregon Bankers Association Miscellaneous Commercial ServicesCommercial Services The Oregon Bankers Association is a full-service trade association that represents state and national commercial banks, savings banks, and trust companies. The non-profit company is based in Salem, OR, and the CEO of the company is Linda Wilhelms Navarro. The association was established in 1905 and offers quality training, information, and educational services to its members. The association promotes and integrates diversity, equity, and inclusion across its organization and the banking industry it serves. | Corporate Officer/Principal | - |
West One Bank (Kalispell, Montana)
West One Bank (Kalispell, Montana) Regional BanksFinance West One Bank is a state chartered commercial bank. The company is based in Kalispell, MT. | Corporate Officer/Principal | - |
Crabbe Huson Group, Inc. | Corporate Officer/Principal | - |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Opleiding van David Eric Archibald
Claremont McKenna College | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 8 |
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J. M. Dutton & Associates
J. M. Dutton & Associates Investment Banks/BrokersFinance Headquartered in El Dorado Hills, California, J. M. Dutton & Associates is a broker/dealer. The firm offers a full array of investment services with a focus on small-cap public companies. They provide issuer-paid research and widely distribute their research to institutions and individuals, both domestic and international. | Finance |
Beacon Rock Research LLC
Beacon Rock Research LLC Investment Banks/BrokersFinance Beacon Rock Research LLC is an independent investment research firm located in Portland, Oregon. They focus on precious, base metals and substitutes, oil and gas, alternative energy, communications and human resources. They utilize a mediasite recorder whenever possible to help companies explain their opportunities first-hand without the filter of analysts, brokers and the investment media. | Finance |
The Robins Group LLC
The Robins Group LLC Investment Banks/BrokersFinance Founded by Marcus Robins in 1997, the Robins Group, LLC is a broker/dealer located in Portland, Oregon. The Robins Group provides professional investors with research and brokerage services on under-followed small- and micro-cap equities. The firm prefers well-managed companies that dominate their particular niches through superior service, products and technology. The Robins Group's research team employs fundamental analysis to measure value. Earnings power, cash flow, revenue growth, book value and financial strength are among the factors evaluated to determine investment potential. They target almost all industry sectors ranging from physical sciences and manufacturing, to services, technology and financial. The Robins Group clears through Wedbush Morgan Securities | Finance |
RedChip Independent
RedChip Independent Investment ManagersFinance RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Crabbe Huson Group, Inc. | Finance |
West One Bank (Kalispell, Montana)
West One Bank (Kalispell, Montana) Regional BanksFinance West One Bank is a state chartered commercial bank. The company is based in Kalispell, MT. | Finance |
Oregon Bankers Association
Oregon Bankers Association Miscellaneous Commercial ServicesCommercial Services The Oregon Bankers Association is a full-service trade association that represents state and national commercial banks, savings banks, and trust companies. The non-profit company is based in Salem, OR, and the CEO of the company is Linda Wilhelms Navarro. The association was established in 1905 and offers quality training, information, and educational services to its members. The association promotes and integrates diversity, equity, and inclusion across its organization and the banking industry it serves. | Commercial Services |