![Bill B. Whitlow](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Prior to joining Davidson Investment Advisors in 2004, Mr. Whitlow was Portfolio Manager at Safeco Asset Management in Seattle, Washington, and was Director of Research for Pacific Crest Securities.
Mr. Whitlow earned an MBA in Finance from the University of California and is a graduate of the University of Colorado, where he received a BA in Chemistry.
He received the Chartered Financial Analyst designation in 1980.
Anciens postes connus de Bill B. Whitlow
| Sociétés | Poste | Fin |
|---|---|---|
Davidson Investment Advisors, Inc.
 Davidson Investment Advisors, Inc. Investment ManagersFinance DIA offers four primary investment strategies: Equity Income, Multi-Cap Equity, Intermediate Taxable Fixed Income, and SeaCap Intermediate Municipal Fixed Income. In addition, the firm offers multi-asset custom portfolio management and asset allocation services for high net worth and institutional clients. They also offer optional tax overlay services, which seek to reduce the overall tax burden of client accounts while maintaining the risk and return characteristics of our core investment strategies. | Membre du Comité d'Investissement | 26/10/2010 |
SAFECO Asset Management
 SAFECO Asset Management Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 31/07/2004 |
Pacific Crest Securities LLC
 Pacific Crest Securities LLC Investment Banks/BrokersFinance Operates as a securities broker | Directeur de la Recherche - Actions | - |
Formation de Bill B. Whitlow
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
SAFECO Asset Management
SAFECO Asset Management Investment ManagersFinance Provides investment advice | Finance |
Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. Investment ManagersFinance DIA offers four primary investment strategies: Equity Income, Multi-Cap Equity, Intermediate Taxable Fixed Income, and SeaCap Intermediate Municipal Fixed Income. In addition, the firm offers multi-asset custom portfolio management and asset allocation services for high net worth and institutional clients. They also offer optional tax overlay services, which seek to reduce the overall tax burden of client accounts while maintaining the risk and return characteristics of our core investment strategies. | Finance |
Pacific Crest Securities LLC
Pacific Crest Securities LLC Investment Banks/BrokersFinance Operates as a securities broker | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
