Howard Bernard Aschwald
Portefeuillebeheerder-Aandelen bij Delta Investment Management LLC
Profiel
Mr. Howard B.
Aschwald is a Portfolio Manager at Delta Investment Management LLC.
Mr. Aschwald has over 35 years of industry experience as an investment professional with a background as a technology analyst and portfolio manager.
Mr. Aschwald was previously employed as a Chief Investment Officer & Portfolio Manager by QCM LLC, a Principal by Morgan Stanley Dean Witter Investment Management, Inc., and an Analyst by Stein Roe Investment Counsel LLC.
He received his undergraduate degree from United States Naval Academy and an MBA from Golden Gate University.
Actieve functies van Howard Bernard Aschwald
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Delta Investment Management LLC
Delta Investment Management LLC Investment ManagersFinance Delta Investment Management LLC (Delta) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Francisco, California. The firm was founded by Nicholas Atkeson and Andrew Houghton in 2009. Delta provides advisory services to individuals, institutions, trusts and pension plans. | Portefeuillebeheerder-Aandelen | 01-04-2022 |
Eerdere bekende functies van Howard Bernard Aschwald
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QCM LLC
QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Oprichter | 01-12-2020 |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | 31-12-1995 |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Analyst-Equity | 01-08-1996 |
Opleiding van Howard Bernard Aschwald
Golden Gate University | Masters Business Admin |
United States Naval Academy | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 4 |
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QCM LLC
QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Delta Investment Management LLC
Delta Investment Management LLC Investment ManagersFinance Delta Investment Management LLC (Delta) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Francisco, California. The firm was founded by Nicholas Atkeson and Andrew Houghton in 2009. Delta provides advisory services to individuals, institutions, trusts and pension plans. | Finance |