Dave D'Amico
President chez The Braver Group
Profil
David Joseph D'Amico is currently the President & Chief Marketing Strategist at The Braver Group and the President at Braver Wealth Management, Inc. He previously worked as a Managing Director at Barings LLC from 2001 to 2005, a Senior Portfolio Manager at Bingham Legg Advisers LLC from 1999 to 2001, a Portfolio Manager at LMCG Investments LLC from 2006 to 2008, and the President of Braver Wealth Management LLC from 2008 to 2017.
He also worked as a Principal at Mellon Bank, NA and Congress Asset Management Co. LLP, and as an Investment Officer at First Ipswich Bank (Massachusetts).
Mr. D'Amico received his undergraduate degree from Bentley University and his graduate degree from Boston College.
Postes actifs de Dave D'Amico
| Sociétés | Poste | Début |
|---|---|---|
The Braver Group
 The Braver Group Miscellaneous Commercial ServicesCommercial Services The Braver Group provides accounting and financial services. It provides financial planning, estate planning, and tax services. The firm also caters to investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The company was founded in 1949 and is headquartered in Newton, MA. | President | - |
Braver Wealth Management, Inc.
 Braver Wealth Management, Inc. Investment ManagersFinance Braver Wealth Management, Inc. provides investment services. The company is headquartered in Needham, MA. | President | - |
Anciens postes connus de Dave D'Amico
| Sociétés | Poste | Fin |
|---|---|---|
Braver Wealth Management LLC
 Braver Wealth Management LLC Investment ManagersFinance Founded in 1988, Braver Wealth Management LLC is a registered investment advisor headquartered in Needham, Massachusetts. The firm was formerly known as Tandem Financial Services, Inc. They provide investment services to: individuals; pension and profit sharing plans; trusts, estates and charitable organizations; corporations and other business entities; joint ownerships and partnerships; institutions; other investment advisors; and third party asset management platforms. | President | 01/02/2017 |
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Corporate Officer/Principal | 31/12/2001 |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 31/05/2005 |
Bingham Legg Advisers LLC
 Bingham Legg Advisers LLC Investment ManagersFinance Boston-based Bingham Legg Advisers LLC (BLA) is a registered investment advisor. Their primary focus is to provide customized, private wealth management for individuals and families. BLA is a joint venture created by Bingham McCutchen LLP and Legg Mason, Inc., a Baltimore, Maryland-based financial services firm. | Gestionnaire de Portefeuille-Actions | 30/04/2001 |
First Ipswich Bank (Massachusetts)
 First Ipswich Bank (Massachusetts) Regional BanksFinance Part of Brookline Bancorp, Inc., First Ipswich Bank is a state-chartered commercial bank based in Ipswich, MA. The company's primary focus is on providing commercial banking services to businesses and individuals in the local community. James John McCarthy has been the CEO of the company since 2016. | Corporate Officer/Principal | - |
Formation de Dave D'Amico
| Bentley University | Undergraduate Degree |
| Boston College | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
Bingham Legg Advisers LLC
Bingham Legg Advisers LLC Investment ManagersFinance Boston-based Bingham Legg Advisers LLC (BLA) is a registered investment advisor. Their primary focus is to provide customized, private wealth management for individuals and families. BLA is a joint venture created by Bingham McCutchen LLP and Legg Mason, Inc., a Baltimore, Maryland-based financial services firm. | Finance |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Finance |
Braver Wealth Management LLC
Braver Wealth Management LLC Investment ManagersFinance Founded in 1988, Braver Wealth Management LLC is a registered investment advisor headquartered in Needham, Massachusetts. The firm was formerly known as Tandem Financial Services, Inc. They provide investment services to: individuals; pension and profit sharing plans; trusts, estates and charitable organizations; corporations and other business entities; joint ownerships and partnerships; institutions; other investment advisors; and third party asset management platforms. | Finance |
Congress Asset Management Co. LLP
 Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Finance |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
First Ipswich Bank (Massachusetts)
First Ipswich Bank (Massachusetts) Regional BanksFinance Part of Brookline Bancorp, Inc., First Ipswich Bank is a state-chartered commercial bank based in Ipswich, MA. The company's primary focus is on providing commercial banking services to businesses and individuals in the local community. James John McCarthy has been the CEO of the company since 2016. | Finance |
The Braver Group
The Braver Group Miscellaneous Commercial ServicesCommercial Services The Braver Group provides accounting and financial services. It provides financial planning, estate planning, and tax services. The firm also caters to investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The company was founded in 1949 and is headquartered in Newton, MA. | Commercial Services |
Braver Wealth Management, Inc.
Braver Wealth Management, Inc. Investment ManagersFinance Braver Wealth Management, Inc. provides investment services. The company is headquartered in Needham, MA. | Finance |
