David W. Passey

Analyst-Equity bei Clifford Capital Partners LLC

Consumer Services

Finance

Profil

Mr. David W.
Passey, CFA, is a Principal & Investment Analyst at Clifford Capital Partners LLC.
He assists the portfolio manager in the areas of portfolio review, new investment idea generation and valuation model creation.
Prior to that he volunteered for two years in Brazil with an international non-governmental organization working with people in remote rural areas in Central Brazil.
He graduated summa cum laude from Utah State University in 2010 with a B.S.
in Finance and Economics and minors in International Business and International Studies.
He holds the Chartered Financial Analyst designation.

Aktive Positionen von David W. Passey

Unternehmen	Position	Beginn
Clifford Capital Partners LLC Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies.	Analyst-Equity	01.04.2010

Alle aktiven Positionen von David W. Passey

Ausbildung von David W. Passey

Utah State University

Undergraduate Degree

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Private Unternehmen	1
Clifford Capital Partners LLC Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies.	Finance