Dustin Loyal Brumbaugh
Algemeen Directeur bij DDD Partners LLC
Profiel
Mr. Dustin L.
Brumbaugh, CFA, is a Chief Executive Officer & Chief Investment Officer at DDD Partners LLC.
Before joining Tschetter Wealth Advisors, Mr. Brumbaugh was the Senior Vice President, Director of IIG Research where he and his team provided equity research and updates, portfolio analysis tools, and model portfolios of recommended equities to Financial Advisors of their firm and their clients, including individual investors and their families, businesses and non-profits.
His focus was on developing multiple channels for distribution of research for D.A.
Davidson.
He has spent the vast majority of his career in a similar capacity, including 10 years providing equity recommendations as a Senior Equity Analyst for Ragen MacKenzie.
He was also the Director of Research and Equity Focus List Manager at E.K.
Riley Investments.
He holds a degree in Business Administration from the University of Washington and holds the Chartered Financial Analyst (CFA) designation.
Actieve functies van Dustin Loyal Brumbaugh
| Bedrijven | Functie | Begin |
|---|---|---|
DDD Partners LLC
 DDD Partners LLC Investment ManagersFinance DDD Partners LLC (dba Tschetter Group) is a SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded in 2017 and is a subsidiary of Soaring Eagle Ventures, Inc. Tschetter Group provides asset management and investment consulting services for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. | Algemeen Directeur | - |
Eerdere bekende functies van Dustin Loyal Brumbaugh
| Bedrijven | Functie | Einde |
|---|---|---|
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Directeur van Onderzoek - Eigen Vermogen | 01-10-2017 |
E. K. Riley Investments LLC
 E. K. Riley Investments LLC Investment Banks/BrokersFinance Founded in 2002, E. K. Riley Investments LLC is a broker/dealer located in Seattle, Washington. The firm is a subsidiary of E. K. Riley & Co. They are a member of FINRA and the SIPC. | Directeur van Onderzoek - Eigen Vermogen | 31-05-2012 |
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Analyst-Equity | 31-12-2010 |
Opleiding van Dustin Loyal Brumbaugh
| University of Washington | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Finance |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Finance |
E. K. Riley Investments LLC
E. K. Riley Investments LLC Investment Banks/BrokersFinance Founded in 2002, E. K. Riley Investments LLC is a broker/dealer located in Seattle, Washington. The firm is a subsidiary of E. K. Riley & Co. They are a member of FINRA and the SIPC. | Finance |
DDD Partners LLC
DDD Partners LLC Investment ManagersFinance DDD Partners LLC (dba Tschetter Group) is a SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded in 2017 and is a subsidiary of Soaring Eagle Ventures, Inc. Tschetter Group provides asset management and investment consulting services for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. | Finance |
