Profiel
Mr. James D.
Dawson is a Director of Private Clients at Raymond James Wealth Management Ltd. He joined the firm in June 2000 as a research Equity Analyst.
He has worked as both Buy-Side equity research and Sell-Side equity research alongside the Corporate Finance & Broker Team.
He moved into Investment Management in June 2012.
He provides analytical expertise on a wide range of portfolio constituents and sectors, including the portfolio construction and stock selection for high net worth individuals Trusts and Charities.
Prior to joining the firm, Mr. Dawson worked at HSBC Treasury Markets where he was the Financial Controller responsible for the Bond Options and Proprietary Trading desks.
Prior to this he trained as an Accountant and Auditor in private practise.
Actieve functies van James David Dawson
| Bedrijven | Functie | Begin |
|---|---|---|
Charles Stanley & Co. Ltd. (Investment Management)
Charles Stanley & Co. Ltd. (Investment Management) Investment ManagersFinance Raymond James-IM uses third party and in-house research to make investment decisions. They seek profitability, growth and value, which they determine using quantitative techniques. The firm's equity research is based on fundamental analysis, using discounted cash flow valuation models and the application of multiples. To arrive at equity research recommendations, macroeconomic conditions are also considered. | Portefeuillebeheerder-Aandelen | 01-06-2012 |
Eerdere bekende functies van James David Dawson
| Bedrijven | Functie | Einde |
|---|---|---|
Charles Stanley & Co. Ltd.
Charles Stanley & Co. Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
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| Bedrijven in privébezit | 2 |
|---|---|
Charles Stanley & Co. Ltd. (Investment Management)
Charles Stanley & Co. Ltd. (Investment Management) Investment ManagersFinance Raymond James-IM uses third party and in-house research to make investment decisions. They seek profitability, growth and value, which they determine using quantitative techniques. The firm's equity research is based on fundamental analysis, using discounted cash flow valuation models and the application of multiples. To arrive at equity research recommendations, macroeconomic conditions are also considered. | Finance |
Charles Stanley & Co. Ltd.
Charles Stanley & Co. Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
















