Perfil
Mr. Jerry R.
Wiesner is a Managing Director & Portfolio Manager at Davidson Fixed Income Management, Inc. and Managing Partner & Senior Portfolio Manager at SeaCap Investment Advisors.
Prior to joining Davidson in April 2012, Mr. Wiesner was employed as a Principal by Seafirst Bank .
Mr. Wiesner received a BA in Business Administration major in Finance from Washington State University and an MBA from the University of Puget Sound.
He is a Chartered Financial Analyst.
Antiguos cargos conocidos de Jerry Robert Wiesner.
| Empresas | Cargo | Fin |
|---|---|---|
Davidson Fixed Income Management, Inc.
 Davidson Fixed Income Management, Inc. Investment ManagersFinance Davidson Fixed Income Management, Inc. (DFIM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. They are a wholly-owned subsidiary of D. A. Davidson Companies, a financial services holding company. The firm began was founded in 2004 as Kirkpatrick Pettis Capital Management, Inc. In 2005, Davidson Companies purchased all of the stock of Kirkpatrick Pettis and shortly thereafter, the firm changed its name and began to conduct business under the name Davidson Fixed Income Management, Inc. DFIM offers investment advisory services to public entities and mutual funds that desire investments in fixed income securities. | Portfolio Manager-Fixed Income | 01/03/2015 |
SeaCap Investment Advisors
 SeaCap Investment Advisors Investment ManagersFinance Founded in 1988, SeaCap Investment Advisors is a registered investment advisor located in Seattle, Washington. The firm manages customized fixed-income portfolios for institutional and private clients. | Portfolio Manager-Fixed Income | 01/04/2012 |
| Seafirst Bank | Corporate Officer/Principal | 31/12/1987 |
| Seafirst Bank | Corporate Officer/Principal | 31/12/1983 |
Formación de Jerry Robert Wiesner.
| Washington State University | Undergraduate Degree |
| University of Puget Sound | Masters Business Admin |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
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SeaCap Investment Advisors
SeaCap Investment Advisors Investment ManagersFinance Founded in 1988, SeaCap Investment Advisors is a registered investment advisor located in Seattle, Washington. The firm manages customized fixed-income portfolios for institutional and private clients. | Finance |
| Seafirst Bank | |
Davidson Fixed Income Management, Inc.
Davidson Fixed Income Management, Inc. Investment ManagersFinance Davidson Fixed Income Management, Inc. (DFIM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. They are a wholly-owned subsidiary of D. A. Davidson Companies, a financial services holding company. The firm began was founded in 2004 as Kirkpatrick Pettis Capital Management, Inc. In 2005, Davidson Companies purchased all of the stock of Kirkpatrick Pettis and shortly thereafter, the firm changed its name and began to conduct business under the name Davidson Fixed Income Management, Inc. DFIM offers investment advisory services to public entities and mutual funds that desire investments in fixed income securities. | Finance |
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