Profiel
Prior to joining Westpark Capital, Mr. Williamson was a portfolio manager and analyst for Rushmore Investment Advisors form 2003 to 2008.
He was a voting member of the investment committee that oversaw the firm's other portfolios, which together exceeded $900 million in assets.
Prior to joining Rushmore Investment Advisors, he worked in the banking industry as a Credit Analyst in the U.S.
Corporate Banking Group at Wells Fargo form 2000 to 2003.
During his tenure at Wells Fargo, he underwrote over $1.5 billion in corporate credit transactions.
Mr. Williamson graduated from Texas Christian University, earning a BBA in Finance.
While at TCU, he was selected to serve as an analyst on the William C.
Connor Educational Investment Fund, an entirely student-managed endowment.
He is a CFA designation holder and is also a member of both the CFA Institute and the local CFA member society, the Dallas Society of Financial Analysts (DSFA).
Eerdere bekende functies van Dax M. Williamson
| Bedrijven | Functie | Einde |
|---|---|---|
Westpark Management LLC
 Westpark Management LLC Investment ManagersFinance Westpark Management LLC (Westpark) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Plano, Texas. The firm was founded by Patrick Brosnahan in 2001. Westpark provides advisory services solely to Westpark Fund, L.P., a long-biased, growth equity hedge fund with a broad investment mandate. | Analyst-Equity | 28-02-2009 |
Rushmore Investment Advisors, Inc.
 Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Lid van de Investeringscommissie | 30-06-2008 |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 30-06-2003 |
Opleiding van Dax M. Williamson
| Texas Christian University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Rushmore Investment Advisors, Inc.
Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Finance |
Westpark Management LLC
Westpark Management LLC Investment ManagersFinance Westpark Management LLC (Westpark) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Plano, Texas. The firm was founded by Patrick Brosnahan in 2001. Westpark provides advisory services solely to Westpark Fund, L.P., a long-biased, growth equity hedge fund with a broad investment mandate. | Finance |
