![David L. Holmes](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>)
Profiel
Mr. David L.
Holmes is Chief Investment Officer at Dunham Trust Co. Prior to joining Dunham Trust, Mr. Holmes had experience in accounting management during the 1980's culminating in 5 years as VP Finance of Realty Income Corporation.
He worked five years as an investment advisor with Morgan Stanley in the early 1990's and finished the 90's with five years as Vice President and portfolio Manager for Whittier Trust Company of Nevada.
Assets grew during those 5 years from under $200 million to $1 billion.
Mr. Holmes holds an MBA in Finance, a Certified Trust and Financial Advisor certificate, and a Certified Management Accountant certificate.
He completed Morgan Stanley's 10 month Portfolio Management and Capital Market Training program in 1990.
Eerdere bekende functies van David L. Holmes
| Bedrijven | Functie | Einde |
|---|---|---|
Dunham Trust Co.
 Dunham Trust Co. Investment ManagersFinance Profile Unavailable | Chief Investment Officer | 31-12-2011 |
Adagio Trust Co.
 Adagio Trust Co. Investment ManagersFinance Adagio uses strategic asset allocation methods to manage separate portfolios. | President | 31-12-2008 |
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
| REALTY INCOME CORPORATION | Corporate Officer/Principal | - |
Opleiding van David L. Holmes
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
2
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Realty Income Corp.
 Realty Income Corp. Real Estate Investment TrustsFinance Operates as a real estate investment trust which invests in retail and commercial properties | Finance |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Adagio Trust Co.
Adagio Trust Co. Investment ManagersFinance Adagio uses strategic asset allocation methods to manage separate portfolios. | Finance |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Profile Unavailable | Finance |
