Glenn Maxey
Analyst-Equity bij David Vaughan Investments LLC
Profiel
Mr. Glenn J.
Maxey, CFA, is a Portfolio Manager at David Vaughan Investments LLC.
His primary responsibilities at DVI include portfolio management, equity research, mutual fund research, and participating as a member of the DVI Investment Committee.
He also co-leads the firm's quantitative research initiatives and serves as the secondary equity trader.
Mr. Maxey worked for several years in Investment Banking as a Mergers & Acquisitions Analyst for Evercore in Houston, Texas before joining DVI in July 2017.
Mr. Maxey earned his Bachelor’s Degree in Finance from SMU in 2015.
He is also a Chartered Financial Analyst.
Actieve functies van Glenn Maxey
| Bedrijven | Functie | Begin |
|---|---|---|
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Analyst-Equity | 01-07-2017 |
Eerdere bekende functies van Glenn Maxey
| Bedrijven | Functie | Einde |
|---|---|---|
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Corporate Officer/Principal | 01-06-2017 |
Opleiding van Glenn Maxey
| Southern Methodist University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Finance |
