David Hamilton Belding
Portefeuillebeheerder-Aandelen bij Ascension Capital Advisors, Inc.
Profiel
Mr. David H.
Belding, CPA, is a Portfolio Manager & Client Advisor at Ascension Capital Advisors, Inc. For over 23 years, he has provided a wide range of advisory services for his investment management clients.
Prior to entering the investment advisory business in July 1993, Mr. Belding devoted much of his career to advising families and entrepreneurs concerning a wide range of strategic wealth and estate and income tax planning opportunities.
He has continued to devise customized investment strategies for clients addressing their unique financial objectives.
He founded Sage Harbor Advisors, an independent fee-based registered investment advisory firm, in 1997.
Through his leadership, the firm became known as a "high touch" wealth management firm.
Effective July 1, 2016, Sage Harbor and Ascension Capital Advisors, Inc. client service and investment management teams joined forces.
He moved to Houston and began a 20 year career practicing as a CPA; the last eight years (1985-1993) were in the capacity of Tax Partner with Ernst & Young and its predecessor firm, E&W.
He completed his graduate Business Studies in 1973 from the University of Texas in Austin.
Actieve functies van David Hamilton Belding
Bedrijven | Functie | Begin |
---|---|---|
Ascension Capital Advisors, Inc.
Ascension Capital Advisors, Inc. Investment ManagersFinance Ascension Capital Advisors, Inc. (Ascension) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Houston, Texas. The firm was founded by Paul Thompson in 1997. Ascension offers investment management and comprehensive planning services to individuals, families, businesses, trusts and foundations. | Portefeuillebeheerder-Aandelen | 01-03-2018 |
Eerdere bekende functies van David Hamilton Belding
Bedrijven | Functie | Einde |
---|---|---|
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | 31-12-1992 |
Sage Harbor Advisors, Inc.
Sage Harbor Advisors, Inc. Investment ManagersFinance Founded in 1997, Belding Financial Resources, Inc. is a registered investment advisor located in Houston, Texas. The firm provides investment advice to individuals, including high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Algemeen Directeur | - |
Opleiding van David Hamilton Belding
The University of Texas at Austin | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
Sage Harbor Advisors, Inc.
Sage Harbor Advisors, Inc. Investment ManagersFinance Founded in 1997, Belding Financial Resources, Inc. is a registered investment advisor located in Houston, Texas. The firm provides investment advice to individuals, including high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Ascension Capital Advisors, Inc.
Ascension Capital Advisors, Inc. Investment ManagersFinance Ascension Capital Advisors, Inc. (Ascension) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Houston, Texas. The firm was founded by Paul Thompson in 1997. Ascension offers investment management and comprehensive planning services to individuals, families, businesses, trusts and foundations. | Finance |