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Historial de carrera de Dave B. Loeper
Antiguos cargos conocidos de Dave B. Loeper.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Wealthcare Capital Management LLC
![]() Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Director Ejecutivo | 05/04/2011 | 30/11/2013 |
Presidente | 05/04/2011 | 30/11/2013 | |
Director de Inversiones | 05/04/2011 | 30/11/2013 | |
Fundador | 05/04/2011 | 30/11/2013 | |
Gestor de Cartera-Acciones | 05/04/2011 | 30/11/2013 | |
Portfolio Manager-Fixed Income | 05/04/2011 | 30/11/2013 | |
Wheat First Securities, Inc. | Corporate Officer/Principal | 31/12/1998 | 31/12/1998 |
Investment Management Consultants Association | Presidente | - | - |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Chairman | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectorial
Finance | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
---|---|
Wealthcare Capital Management LLC
![]() Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Finance |
Wheat First Securities, Inc. | Finance |
Investment Management Consultants Association |
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