Donald Rober Bessler
Chief Investment Officer bij Windward Capital Management Co.
Profiel
Mr. Donald R.
Bessler, CPA, is a Chief Investment Officer & Portfolio Manager at Windward Capital Management Co.
Mr. Bessler was previously employed at First American Capital Management where he was a Senior Portfolio Manager/Senior Vice President.
Prior to First American Capital Management, he was a Principal and the Director of Research at Roxbury Capital Management LLC, a $14 billion asset management firm in Los Angeles.
As Director of Research and voting member of the Investment Committee, he supervised a team of six Equity Research Analysts in addition to personally managing more than $1 billion in client assets.
He was also responsible for managing the Roxbury Special Situations Portfolio and the Special Situations Hedge Fund.
He began his career as a Certified Public Accountant and attained the level of Audit Manager with the accounting firm Price Waterhouse.
During the six years he worked in New York, he was responsible for the corporate audits of such firms as Chase Manhattan Bank, Eastman Kodak, and Oppenheimer & Co. He has managed accounts for Catholic Healthcare West in San Francisco, Eli Lilly Co., Guidant Corp., Texas A&M University, and the University of South Florida.
Mr. Bessler graduated summa cum laude from Lehigh University with a BS in Finance, a BS in Accounting, and a BA in Psychology.
Actieve functies van Donald Rober Bessler
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Windward Capital Management Co.
Windward Capital Management Co. Investment ManagersFinance Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities. | Chief Investment Officer | 01-05-2004 |
Eerdere bekende functies van Donald Rober Bessler
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Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Directeur van Onderzoek - Eigen Vermogen | - |
Pricewaterhouse LLP | Corporate Officer/Principal | - |
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Donald Rober Bessler
Lehigh University | Undergraduate Degree |
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Bedrijven in privébezit | 4 |
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Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
Pricewaterhouse LLP | Commercial Services |
Windward Capital Management Co.
Windward Capital Management Co. Investment ManagersFinance Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities. | Finance |