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Karriereverlauf von Dave B. Loeper
Ehemalige bekannte Positionen von Dave B. Loeper
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Vorstandsvorsitzender | 05.04.2011 | 30.11.2013 |
Vorsitzender | 05.04.2011 | 30.11.2013 | |
Chief Investment Officer | 05.04.2011 | 30.11.2013 | |
Gründer | 05.04.2011 | 30.11.2013 | |
Portfolio Manager-Aktien | 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 | Vorsitzender | - | - |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chairman | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sektoral
Finance | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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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