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Dave Elliott
Geen lopende functies
Loopbaan van Dave Elliott
Eerdere bekende functies van Dave Elliott
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Pricewaterhouse & Co. | Corporate Officer/Principal | - | - |
S&P GLOBAL, INC. | Corporate Officer/Principal | - | - |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Compliance Officer | 04-04-2012 | - |
Financieel Directeur/CFO | 04-04-2012 | - |
Opleiding van Dave Elliott
University of Virginia | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Director of Finance/CFO | 1 |
Sectoraal
Commercial Services | 3 |
Finance | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
S&P GLOBAL, INC. | Commercial Services |
Bedrijven in privébezit | 2 |
---|---|
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Pricewaterhouse & Co. | Commercial Services |
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