![David Carter](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Vermogen: 3 M $ op 30-06-2026
David M.
Carter is President-Defense & Rocket Support Services at Kratos Defense & Security Solutions, Inc. since 2009.
Former roles include Chief Investment Officer at Lenox Wealth Advisors LLC from 2009 to 2022, Senior Manager at DTI Associates, Inc. from 1989 to 2004, Vice President at Spinnaker Trust (Old), Analyst at Chase Bank USA, NA, and Member at the US Department of the Navy (District of Columbia).
Education includes an MBA from The University of Chicago in 1997 and an undergraduate degree from Northeastern University in 1992.
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 08-07-2026 | 66.238 ( 0,04% ) | 3 M $ | 30-06-2026 |
| Bedrijven | Functie | Begin |
|---|---|---|
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Corporate Officer/Principal | 19-01-2011 |
| Bedrijven | Functie | Einde |
|---|---|---|
Lenox Wealth Advisors LLC
 Lenox Wealth Advisors LLC Investment ManagersFinance LWA manages multiple investment strategies across the risk-reward spectrum, spanning from pure capital preservation to pure growth. They believe global, multi-asset class portfolios of equities, fixed income, and alternative investments offer the potential for consistent, optimal risk-adjusted returns. The firm utilizes strategic and tactical asset allocation strategies. The wealth management team’s approach combines top-down and bottom-up analysis and also incorporates both quantitative and qualitative inputs to emphasize long-term strategic and short term tactical exposures throughout all parts of the portfolio. | Chief Investment Officer | 01-05-2022 |
DTI Associates, Inc.
 DTI Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Provides program management, engineering and information technology services | Corporate Officer/Principal | 01-01-2004 |
US Department of the Navy (District of Columbia)
 US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | - |
Chase Bank USA, NA
 Chase Bank USA, NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Spinnaker Trust (Old)
 Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust tends to invest in the stocks of US large-cap companies in the producer manufacturing, energy minerals and consumer non-durables sectors. The firm maintains a low turnover rate. | Chief Investment Officer | 06-12-2011 |
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| Bedrijven in privébezit | 8 |
|---|---|
Chase Bank USA, NA
Chase Bank USA, NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Spinnaker Trust (Old)
Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust tends to invest in the stocks of US large-cap companies in the producer manufacturing, energy minerals and consumer non-durables sectors. The firm maintains a low turnover rate. | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
Kratos Defense & Security Solutions, Inc.
 Kratos Defense & Security Solutions, Inc. Aerospace & DefenseElectronic Technology Manufactures directed-energy weapons, unmanned systems and satellite communications equipment | Electronic Technology |
DTI Associates, Inc.
DTI Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Provides program management, engineering and information technology services | Commercial Services |
Lenox Wealth Advisors LLC
Lenox Wealth Advisors LLC Investment ManagersFinance LWA manages multiple investment strategies across the risk-reward spectrum, spanning from pure capital preservation to pure growth. They believe global, multi-asset class portfolios of equities, fixed income, and alternative investments offer the potential for consistent, optimal risk-adjusted returns. The firm utilizes strategic and tactical asset allocation strategies. The wealth management team’s approach combines top-down and bottom-up analysis and also incorporates both quantitative and qualitative inputs to emphasize long-term strategic and short term tactical exposures throughout all parts of the portfolio. | Finance |
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