David Monroe Poarch
Gründer bei Native American Fund Advisors LLC
Aktive Positionen von David Monroe Poarch
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Compliance Officer | 01.01.1996 | - |
Gründer | 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. | Compliance Officer | 01.03.1996 | - |
Gründer | 01.03.1996 | - |
Karriereverlauf von David Monroe Poarch
Ehemalige bekannte Positionen von David Monroe Poarch
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - | - |
Ausbildung von David Monroe Poarch
Oklahoma City University | Masters Business Admin |
University of Oklahoma | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Compliance Officer | 2 |
Founder | 2 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
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 |
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 |
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 |
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