Profiel
Mr. David N.
Goodson, CFA MBA, is a Co-Founder, Managing Director & Chief Investment Officer at Proffitt & Goodson, Inc. He has more than 35 years of experience working with wealthy families and foundations on a broad range of investment issues, including security selection, portfolio design, and implementation of investment management best practices.
As the firm’s Chief Investment Officer, he plays a key role in determining asset allocation and investment strategies for the firm.
He is currently a board member and the investment committee chair for the Holston Foundation, a board member and treasurer of Scenic Knoxville, Inc., and the chair of the Church Street UMC Endowment Committee.
Prior to forming Proffitt & Goodson, Inc. in 1986, Mr. Goodson was a financial consultant with Shearson Lehman Brothers, Inc., providing financial consulting and investment advice to high-net-worth individuals, foundations, and corporations.
Mr. Goodson earned a BS and a MBA in economics and finance from the University of Tennessee, Knoxville.
He is a Chartered Financial Analyst charter holder and a member of the CFA Institute, a global association of investment professionals who hold the Chartered Financial Analyst designation.
Actieve functies van David Norton Goodson
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Proffitt & Goodson, Inc.
Proffitt & Goodson, Inc. Investment ManagersFinance Proffitt & Goodson, Inc. (ProffittGoodson) is an independent financial planning and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded by Jim Proffitt and David Goodson in 1986. ProffittGoodson develops customized investment solutions for families, endowments, high-net-worth investors, and foundations. | Oprichter | 01-01-1986 |
Eerdere bekende functies van David Norton Goodson
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Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Opleiding van David Norton Goodson
University of Tennessee | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Finance |
Proffitt & Goodson, Inc.
Proffitt & Goodson, Inc. Investment ManagersFinance Proffitt & Goodson, Inc. (ProffittGoodson) is an independent financial planning and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded by Jim Proffitt and David Goodson in 1986. ProffittGoodson develops customized investment solutions for families, endowments, high-net-worth investors, and foundations. | Finance |