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Dale Edward Yahnke
Directeur Général chez
Dowling & Yahnke, Inc.
Profil
Dale Edward Yahnke was the founder of Dowling & Yahnke LLC, where he held the title of Partner, Co-CEO & Wealth Advisor from 1991 to 2023.
He is currently the Chief Executive Officer & Director at Dowling & Yahnke, Inc. Mr. Yahnke has also held positions as Director at Voices for Children, Inc., Financial Analyst at Gray Cary Ware & Freidenrich LLP, Board Member at The Children's Hospital Corp., Trustee at San Diego Museum of Man, and Trustee at Rady Children's Hospital Foundation-San Diego.
Mr. Yahnke received an MBA degree from San Diego State University in 1983 and an undergraduate degree from Claremont McKenna College in 1979.
Postes actifs de Dale Edward Yahnke
| Sociétés | Poste | Début |
|---|---|---|
Dowling & Yahnke, Inc.
 Dowling & Yahnke, Inc. Investment ManagersFinance Provides investment advisory services | Directeur Général | - |
Anciens postes connus de Dale Edward Yahnke
| Sociétés | Poste | Fin |
|---|---|---|
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Directeur Général | 31/03/2023 |
Gray Cary Ware & Freidenrich LLP
 Gray Cary Ware & Freidenrich LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | 31/12/1990 |
Voices for Children, Inc.
 Voices for Children, Inc. Miscellaneous Commercial ServicesCommercial Services Provides training services for bused, abandoned and neglected children | Directeur/Membre du Conseil | - |
The Children's Hospital Corp.
 The Children's Hospital Corp. Hospital/Nursing ManagementHealth Services Operates pediatric hospitals | Corporate Officer/Principal | - |
San Diego Museum of Man
 San Diego Museum of Man Other Consumer ServicesConsumer Services The San Diego Museum of Man, also known as the Museum of Us, is a cultural anthropology museum that offers immersive exhibits exploring diverse human stories and identities, including exhibitions on race and mixed ethnicity. The non-profit company is based in San Diego, CA. The museum provides tours of the historic California Tower and recognizes the Kumeyaay Nation as the original inhabitants of the land. | Corporate Officer/Principal | - |
Formation de Dale Edward Yahnke
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Finance |
Gray Cary Ware & Freidenrich LLP
Gray Cary Ware & Freidenrich LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
San Diego State University
 San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Claremont McKenna College
 Claremont McKenna College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Children's Hospital Corp.
The Children's Hospital Corp. Hospital/Nursing ManagementHealth Services Operates pediatric hospitals | Health Services |
San Diego Museum of Man
San Diego Museum of Man Other Consumer ServicesConsumer Services The San Diego Museum of Man, also known as the Museum of Us, is a cultural anthropology museum that offers immersive exhibits exploring diverse human stories and identities, including exhibitions on race and mixed ethnicity. The non-profit company is based in San Diego, CA. The museum provides tours of the historic California Tower and recognizes the Kumeyaay Nation as the original inhabitants of the land. | Consumer Services |
Rady Children's Hospital Foundation-San Diego
 Rady Children's Hospital Foundation-San Diego Other Consumer ServicesConsumer Services Provides healthcare support services | Consumer Services |
Voices for Children, Inc.
Voices for Children, Inc. Miscellaneous Commercial ServicesCommercial Services Provides training services for bused, abandoned and neglected children | Commercial Services |
Dowling & Yahnke, Inc.
Dowling & Yahnke, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
