Dave Jordan
Chief Investment Officer bij Trail Ridge Investment Advisors LLC
Actieve functies van Dave Jordan
Bedrijven | Functie | Begin | Einde |
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Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Chief Investment Officer | 01-05-2018 | - |
Portefeuillebeheerder-Aandelen | 01-05-2018 | - |
Loopbaan van Dave Jordan
Eerdere bekende functies van Dave Jordan
Bedrijven | Functie | Begin | Einde |
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The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Portefeuillebeheerder-Aandelen | 20-08-2001 | 16-08-2005 |
Wells Fargo Bank (Colorado), NA | Corporate Officer/Principal | - | - |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Portefeuillebeheerder-Aandelen | - | - |
Opleiding van Dave Jordan
The University of Colorado | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Equities | 3 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Finance |
Wells Fargo Bank (Colorado), NA | Finance |
Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Finance |
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