David William Henion
Gründer bei Forté Capital LLC
Profil
Mr. David W.
Henion, CPA, is Principal, Managing Director & Portfolio Manager at Forté Capital LLC.
He is a member of Forté Investment Committee, jointly responsible for overall investment strategy, economic research, security selection and fixed income allocations.
He has over twenty years of experience in the investment, tax, pension, and executive financial counseling areas.
Mr. Henion worked at Hessler, Keogh & Millard Associates, Inc. as a portfolio manager and financial analyst, at Deloitte & Touche LLP as a senior tax consultant; later, as a tax manager specializing in family income tax, estate tax and financial planning engagements.
He received his BS degree in Business double major in finance and accounting from Miami University.
Aktive Positionen von David William Henion
| Unternehmen | Position | Beginn |
|---|---|---|
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Gründer | 01.01.1996 |
Ehemalige bekannte Positionen von David William Henion
| Unternehmen | Position | Ende |
|---|---|---|
| St. John Fisher College | Corporate Officer/Principal | - |
New York State Society of Certified Public Accountants
 New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
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 | - |
Ausbildung von David William Henion
| Miami University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Forté Capital LLC
Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | 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 |
New York State Society of Certified Public Accountants
New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Commercial Services |
