David Wesley Poole
Gestionnaire de Portefeuille-Actions chez Optimum Investment Advisors LLC
Profil
Mr. David W.
Poole is a Portfolio Manager at Optimum Investment Advisors LLC.
He joined the firm in 1999 and has over 40 years of industry experience.
Mr. Poole spent the majority of his career as an equity analyst and portfolio manager with Sears Investment Management Company.
After corporate restructuring at Sears, he established his own registered investment advisory firm, Appleton House Advisors, to serve a select group of individual high net-worth clients.
Mr. Poole received both his BA and MBA from Michigan State University.
Postes actifs de David Wesley Poole
| Sociétés | Poste | Début |
|---|---|---|
Optimum Investment Advisors LLC
 Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Gestionnaire de Portefeuille-Actions | 01/01/1999 |
Anciens postes connus de David Wesley Poole
| Sociétés | Poste | Fin |
|---|---|---|
Appleton House Advisors
 Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Corporate Officer/Principal | - |
| Sears Investment Management Co. | Analyst-Equity | 31/12/1998 |
Formation de David Wesley Poole
| Michigan State University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
| Sears Investment Management Co. | Finance |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
Appleton House Advisors
Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Finance |
