John David Brim
Chief Investment Officer en Smith Group Asset Management LLC .
Perfil
Mr. John D.
Brim, CFA, is a Chief Investment Officer at Cantor Select Portfolios Trust, a Chief Investment Officer & Portfolio Manager at Smith Group Asset Management LLC, a Member at CFA Institute and a Member at CFA Society of Dallas-Fort Worth, Inc. He joined Smith Group Asset Management in March 1998 and is a member of the Portfolio Management team.
Prior to joining Smith Group, he was a Manager within the Institutional Investment Consulting Group of Deloitte & Touche, LLP from 1997 to 1998.
From 1990 to 1997, he held a variety of positions, including Senior Client Manager, with NationsBank Asset Management in Dallas.
He earned his BS in Economics from Texas A & M University.
He was awarded the Chartered Financial Analyst (CFA) designation in 1998.
Mr. Brim is a member of the CFA Institute and the CFA Society of Dallas-Ft.
Worth as well as a member of the firm’s ESG committee.
Cargos activos de John David Brim
Empresas | Cargo | Inicio |
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Smith Group Asset Management LLC
Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s. | Chief Investment Officer | 01/03/1998 |
Cantor Select Portfolios Trust
Cantor Select Portfolios Trust Finance/Rental/LeasingFinance Cantor Select Portfolios Trust is a statutory trust and is authorized to have multiple series or portfolios. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Chief Investment Officer | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal | - |
Antiguos cargos conocidos de John David Brim.
Empresas | Cargo | Fin |
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Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Portfolio Manager-Equities | 29/02/2008 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/1998 |
NationsBank Corp. | Corporate Officer/Principal | 31/12/1996 |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | President | - |
Formación de John David Brim.
Texas A&M University | Undergraduate Degree |
Experiencias
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Empresas relacionadas
Empresas privadas | 8 |
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NationsBank Corp. | Finance |
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Finance |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Smith Group Asset Management LLC
Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s. | Finance |
Cantor Select Portfolios Trust
Cantor Select Portfolios Trust Finance/Rental/LeasingFinance Cantor Select Portfolios Trust is a statutory trust and is authorized to have multiple series or portfolios. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Finance |
CFA Society of Dallas-Fort Worth, Inc. |
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