David Abbott Tillson
Oprichter bij Eagle Ridge Investment Management LLC
Profiel
Mr. David A.
Tillson, CFA MBA, is a Partner & Portfolio Manager at Eagle Ridge Investment Management LLC.
Prior to founding Eagle Ridge, he was a Principal and Senior Vice President of Cramer Rosenthal McGlynn, LLC (CRM) where he was a co-manager for the CRM Large Cap Opportunity Fund and responsible for investments for high net worth individuals.
Earlier in his career, he was Managing Director and head of Personal Investments in New York for U.
S.
Trust Company.
He received his B.A.
from Brown University and earned an MBA from New York University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of New York.
He is also a member of the Board of Trustees of The Heckscher Foundation For Children and the Westport Country Playhouse.
Actieve functies van David Abbott Tillson
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Eagle Ridge Investment Management LLC
Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Oprichter | 01-01-2008 |
Eerdere bekende functies van David Abbott Tillson
Bedrijven | Functie | Einde |
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Cramer Rosenthal McGlynn LLC
Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Portefeuillebeheerder-Aandelen | 31-07-2008 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 30-09-2002 |
Opleiding van David Abbott Tillson
Brown University | Undergraduate Degree |
New York University | Masters Business Admin |
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Bedrijven in privébezit | 3 |
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Cramer Rosenthal McGlynn LLC
Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Finance |
Eagle Ridge Investment Management LLC
Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |