Dean R. Byrne
Direktor/Vorstandsmitglied bei Classical Tahoe
Profil
Mr. Dean R.
Byrne, CFA, is a Senior Vice President & Senior Portfolio Manager at Whittier Trust Co. He is on the Board of Directors at Classical Tahoe.
He manages equity, fixed income and alternative assets for high net worth individuals and foundations.
He advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolio.
He is part of the Investment Committee at Whittier Trust.
He is the primary analyst for the Consumer Staples sector and previously covered the Utilities, Telecommunications, and Basic Materials sectors.
Prior to joining Whittier Trust, he worked in the Private Bank at Bank of America.
Dean holds the designation of Chartered Financial Analyst (CFA®) and is a member of the CFA Society of Nevada.
He received his Bachelor’s degree in Finance from the University of Nevada, Reno (UNR).
Aktive Positionen von Dean R. Byrne
Unternehmen | Position | Beginn |
---|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Analyst-Equity | 01.05.2000 |
Classical Tahoe | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Dean R. Byrne
Unternehmen | Position | Ende |
---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Ausbildung von Dean R. Byrne
University of Nevada | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private Unternehmen | 2 |
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Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
Classical Tahoe |