Profil
Mr. Dustin L.
Brumbaugh, CFA, is a Chief Executive Officer & Chief Investment Officer at DDD Partners LLC.
Before joining Tschetter Wealth Advisors, Mr. Brumbaugh was the Senior Vice President, Director of IIG Research where he and his team provided equity research and updates, portfolio analysis tools, and model portfolios of recommended equities to Financial Advisors of their firm and their clients, including individual investors and their families, businesses and non-profits.
His focus was on developing multiple channels for distribution of research for D.A. Davidson.
He has spent the vast majority of his career in a similar capacity, including 10 years providing equity recommendations as a Senior Equity Analyst for Ragen MacKenzie.
He was also the Director of Research and Equity Focus List Manager at E.K.
Riley Investments.
He holds a degree in Business Administration from the University of Washington and holds the Chartered Financial Analyst (CFA) designation.
Postes actifs de Dustin Loyal Brumbaugh
| Sociétés | Poste | Début |
|---|---|---|
DDD Partners LLC
DDD Partners LLC Investment ManagersFinance Tschetter Group takes a common sense approach to investing for clients. The firm custom-builds portfolios one company at a time, investing when they believe the market presents the right opportunities for the most positive outcomes over time. They use both a bottom-up and top-down approach when analyzing a stock, futures contract, or currency. | Directeur Général | - |
Anciens postes connus de Dustin Loyal Brumbaugh
| Sociétés | Poste | Fin |
|---|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Directeur de la Recherche - Actions | 01/10/2017 |
E. K. Riley Investments LLC
E. K. Riley Investments LLC Investment Banks/BrokersFinance Provides brokerage services | Directeur de la Recherche - Actions | 31/05/2012 |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2010 |
Formation de Dustin Loyal Brumbaugh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E. K. Riley Investments LLC
E. K. Riley Investments LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
DDD Partners LLC
DDD Partners LLC Investment ManagersFinance Tschetter Group takes a common sense approach to investing for clients. The firm custom-builds portfolios one company at a time, investing when they believe the market presents the right opportunities for the most positive outcomes over time. They use both a bottom-up and top-down approach when analyzing a stock, futures contract, or currency. | Finance |
















