David Monroe Poarch
Fundador en Native American Fund Advisors LLC .
Cargos activos de David Monroe Poarch
Empresas | Cargo | Inicio | Fin |
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Native American Fund Advisors LLC
Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Oficial de Cumplimiento | 01/01/1996 | - |
Fundador | 01/01/1996 | - | |
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Oficial de Cumplimiento | 01/03/1996 | - |
Fundador | 01/03/1996 | - |
Historial de carrera de David Monroe Poarch
Antiguos cargos conocidos de David Monroe Poarch.
Empresas | Cargo | Inicio | Fin |
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Liberty Bancorp, Inc. (Oklahoma)
Liberty Bancorp, Inc. (Oklahoma) Major BanksFinance Liberty Bancorp, Inc. (Oklahoma) is a national commercial bank based in Oklahoma City, OK. The company's main focus is on providing banking services to its customers. On June 02, 1997, Liberty Bancorp, Inc. (Oklahoma was acquired by Bank One Corp. for $479.94 million. | Trading-Equity | - | - |
Liberty Bancorp, Inc. (Illinois) | Corporate Officer/Principal | - | - |
Formación de David Monroe Poarch.
University of Oklahoma | Undergraduate Degree |
Oklahoma City University | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Compliance Officer | 2 |
Founder | 2 |
Corporate Officer/Principal | 1 |
Sectorial
Finance | 5 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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Native American Fund Advisors LLC
Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Finance |
Liberty Bancorp, Inc. (Illinois) | Finance |
Liberty Bancorp, Inc. (Oklahoma)
Liberty Bancorp, Inc. (Oklahoma) Major BanksFinance Liberty Bancorp, Inc. (Oklahoma) is a national commercial bank based in Oklahoma City, OK. The company's main focus is on providing banking services to its customers. On June 02, 1997, Liberty Bancorp, Inc. (Oklahoma was acquired by Bank One Corp. for $479.94 million. | Finance |
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
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