David Post
Directeur en chef des Investissements chez Telemus Capital LLC
Profil
Mr. David E.
Post is a Financial Life Advisor at Telemus Capital LLC.
As the Chief Investment Officer, he formulates investment strategy and constructs portfolio model allocations for approval by the Investment Committee.
He also serves as Chair of the Investment Committee and is a member of all internal research groups.
Mr. Post was employed as a Managing Director by CSI Capital Management, Inc., a Principal by Merrill Lynch, Pierce, Fenner & Smith, Inc. (Old), a Chief Executive Officer by 3Bridge Capital LLC, a Founder, Chief Executive & Investment Officer by Concentric Capital LLC, and a Chief Executive Officer by Hanson Investment Management Co.
He received his undergraduate degree from the University of California, Berkeley.
Postes actifs de David Post
| Sociétés | Poste | Début |
|---|---|---|
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Directeur en chef des Investissements | 01/01/2014 |
Anciens postes connus de David Post
| Sociétés | Poste | Fin |
|---|---|---|
Concentric Capital LLC
 Concentric Capital LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Concentric Capital LLC is a company that provides investment advice. The company is based in Beverly Hills, CA. Concentric Capital was acquired by Telemus Capital LLC on February 25, 2014. | Corporate Officer/Principal | 31/01/2014 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | 01/01/1983 |
| 3Bridge Capital LLC | President | 31/12/2002 |
| Hanson Investment Management Co. | President | 31/12/2002 |
CSI Capital Management, Inc.
 CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | Membre du Comité d'Investissement | 31/12/2007 |
Formation de David Post
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | Finance |
| 3Bridge Capital LLC | Finance |
| Hanson Investment Management Co. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Concentric Capital LLC
Concentric Capital LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Concentric Capital LLC is a company that provides investment advice. The company is based in Beverly Hills, CA. Concentric Capital was acquired by Telemus Capital LLC on February 25, 2014. | Finance |
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
