Profil
Dwayne Kent White formerly worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., as Principal, Commerce Bank, NA (St. Louis, Missouri), as Fixed Income Specialist, Country Club Trust Co., NA, as Executive Vice President from 2002 to 2011, Tower Wealth Managers, Inc., as Chief Investment Officer from 2007 to 2017, Kidder Peabody, as Principal, First National Bank (Ames, Iowa), as Principal, Bank of America Private Bank, as Regional Alternative Investment Strategist, Bank of America Private Bank, as Regional Chief Investment Officer, and Stern Bros & Co., as Principal.
Mr. White received his undergraduate degree and Masters Business Admin degree from the University of Arizona.
Anciens postes connus de Dwayne White
| Sociétés | Poste | Fin |
|---|---|---|
Tower Wealth Managers, Inc.
Tower Wealth Managers, Inc. Investment ManagersFinance TWM’s general investment strategy, consistent with the tenets of modern portfolio theory, is to attempt to reduce risk and volatility by building globally diversified portfolios. To implement this strategy, the firm typically creates portfolios consisting of securities such as individual equities, bonds, mutual funds, ETF’s and other investment products and opportunities. When creating portfolios, they allocate the client's assets among various investments taking into consideration the overall management style selected by the client and the platform where the assets are held. In addition to diversified portfolios, TWM also specializes in managing assets using very specific investment styles. | Directeur en chef des Investissements | - |
First National Bank (Ames, Iowa)
First National Bank (Ames, Iowa) Major BanksFinance Operates as a bank holding company whose subsidiaries provides national chartered banking services | Corporate Officer/Principal | - |
Stern Brothers & Co.
Stern Brothers & Co. Regional BanksFinance Provides investment banking services | Corporate Officer/Principal | - |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | - |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Head-Fixed Income Invts | - |
Formation de Dwayne White
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Commerce Bank, NA (St. Louis, Missouri)
Commerce Bank, NA (St. Louis, Missouri) Investment ManagersFinance Commerce Bank monitors broad economic and financial market conditions to evaluate the relative risks and rewards between stocks and bonds. Based upon their analysis, the investment policy committee recommends an appropriate mix of stocks and bonds for each client investment objective. The equity and fixed-income strategy committees analyze a range of stock and bond investments. Portfolio and fund Managers use this analysis to construct diversified stock and bond portfolios designed to meet each client's needs and objectives. | Finance |
Country Club Trust Co., NA
Country Club Trust Co., NA Investment ManagersFinance Operates as a wealth management and non-depository trust company | Finance |
Tower Wealth Managers, Inc.
Tower Wealth Managers, Inc. Investment ManagersFinance TWM’s general investment strategy, consistent with the tenets of modern portfolio theory, is to attempt to reduce risk and volatility by building globally diversified portfolios. To implement this strategy, the firm typically creates portfolios consisting of securities such as individual equities, bonds, mutual funds, ETF’s and other investment products and opportunities. When creating portfolios, they allocate the client's assets among various investments taking into consideration the overall management style selected by the client and the platform where the assets are held. In addition to diversified portfolios, TWM also specializes in managing assets using very specific investment styles. | Finance |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
University of Arizona
University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First National Bank (Ames, Iowa)
First National Bank (Ames, Iowa) Major BanksFinance Operates as a bank holding company whose subsidiaries provides national chartered banking services | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
Stern Brothers & Co.
Stern Brothers & Co. Regional BanksFinance Provides investment banking services | Finance |
















