T. Dale
Portefeuillebeheerder-Aandelen bij Ballew Advisor, Inc.
Profiel
Mr. Thomas D.
Dale is a Shareholder at Ballew Advisor, Inc.
Mr. Dale's primary duties involve advising the firm’s institutional qualified plan clients and high net worth individuals.
In addition, he is a Co-Founder & Portfolio Manager to Consilium Capital, LLC, which serves as general partner to Consilium Capital Fund, LP, a global macro private fund for accredited investors.
Mr. Dale received his undergraduate degree in Business from the University of Mississippi and an MBA from Millsaps College - Else School of Management.
Actieve functies van T. Dale
| Bedrijven | Functie | Begin |
|---|---|---|
Ballew Advisor, Inc.
 Ballew Advisor, Inc. Investment ManagersFinance Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses. | Portefeuillebeheerder-Aandelen | 01-08-2005 |
Opleiding van T. Dale
| University of Mississippi | Undergraduate Degree |
| Else School of Management | Masters Business Admin |
Ervaring
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 1 |
|---|---|
Ballew Advisor, Inc.
Ballew Advisor, Inc. Investment ManagersFinance Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses. | Finance |
