West David Whittaker
Algemeen Directeur bij Carmel Capital Management LLC
Profiel
Mr. West D.
Whittaker, CFA MBA, is a Principal & Chief Compliance Officer at Carmel Capital Management LLC.
Mr. Whittaker was previously employed as a Director of Research by Neumeier Poma Investment Counsel LLC, a Principal by Oppenheimer Asset Management, Inc., and by PLM International, Inc.
He received his undergraduate degree from the University of California, Berkeley and an MBA from the University of California, Los Angeles.
Actieve functies van West David Whittaker
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Carmel Capital Management LLC
Carmel Capital Management LLC Investment ManagersFinance Carmel Capital Management LLC (CCM) is an independent registered investment advisory and wealth management firm headquartered in Carmel, California. The firm was founded by West D. Whittaker in 1999. CCM provides comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational endowments and foundations. | Algemeen Directeur | 01-01-1999 |
Eerdere bekende functies van West David Whittaker
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Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC Investment ManagersFinance Neumeier Poma Investment Counsel LLC (NPIC) is an independent registered investment advisor headquartered in Carmel, California. The firm was founded by Peter L. Neumeier in 1985 as Neumeier Investment Counsel LLC. NPIC provides advisory services and discretionary portfolio management to institutional and high-net worth clients in a long only strategy. | Directeur van Onderzoek - Eigen Vermogen | 31-12-1998 |
PLM International, Inc.
PLM International, Inc. Finance/Rental/LeasingFinance PLM International, Inc. invests in the transportation, real estate, and financial service businesses. The firm engages in the purchase, operation, and sale of vessels, tankers, and dry-bulk vessels, as well as a fleet of commercial and regional aircraft. The company was founded in 1972 and is headquartered in South Norwalk, CT. | Corporate Officer/Principal | - |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Corporate Officer/Principal | - |
Opleiding van West David Whittaker
University of California, Los Angeles | Masters Business Admin |
University of California, Berkeley | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Carmel Capital Management LLC
Carmel Capital Management LLC Investment ManagersFinance Carmel Capital Management LLC (CCM) is an independent registered investment advisory and wealth management firm headquartered in Carmel, California. The firm was founded by West D. Whittaker in 1999. CCM provides comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational endowments and foundations. | Finance |
Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC Investment ManagersFinance Neumeier Poma Investment Counsel LLC (NPIC) is an independent registered investment advisor headquartered in Carmel, California. The firm was founded by Peter L. Neumeier in 1985 as Neumeier Investment Counsel LLC. NPIC provides advisory services and discretionary portfolio management to institutional and high-net worth clients in a long only strategy. | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
PLM International, Inc.
PLM International, Inc. Finance/Rental/LeasingFinance PLM International, Inc. invests in the transportation, real estate, and financial service businesses. The firm engages in the purchase, operation, and sale of vessels, tankers, and dry-bulk vessels, as well as a fleet of commercial and regional aircraft. The company was founded in 1972 and is headquartered in South Norwalk, CT. | Finance |