Profil
David William Jellison worked as a Portfolio Manager at Columbia Management Advisors, Inc. from 1992 to 2005.
Prior to that, he was a Managing Director, Portfolio Manager & Analyst at Kohala Capital Partners LLC.
Jellison earned an MBA from Northwestern University in 1984 and an undergraduate degree from the University of Michigan in 1980.
Anciens postes connus de Dave Jellison
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Kohala Capital Partners LLC
 Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Compliance Officer | - |
Formation de Dave Jellison
| Northwestern University | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Finance |
Kohala Capital Partners LLC
Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Finance |
