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Profil
Mr. Stuart P.
Dillard is a Founder & Managing Director at 3Chopt Investment Partners LLC.
He has over 22 years of investment industry experience, managing equities and fixed income and guiding clients on important financial matters.
Most recently, Mr. Dillard spent 17 years at Thompson, Siegel & Walmsley LLC.
As Head of Strategic Advisory, Preston led a team of specialists delivering investment management and advisory services for families and organizations totaling $2 billion in assets under management.
Prior to joining Thompson, Siegel & Walmsley LLC in 2005, he was a Portfolio Manager at Bank of America Private Bank managing multi-asset portfolios for a variety of client types.
Previously, he was employed by a Richmond based broker-dealer as an investment adviser.
He received his undergraduate degree from the University of Virginia.
Aktive Positionen von Preston Dillard
| Unternehmen | Position | Beginn |
|---|---|---|
3Chopt Investment Partners LLC
 3Chopt Investment Partners LLC Investment ManagersFinance 3Chopt carefully designs portfolios to reflect each client’s unique circumstances and objectives. The firm performs a discretionary review of current market conditions and tactical opportunities. | Gründer | - |
Ehemalige bekannte Positionen von Preston Dillard
| Unternehmen | Position | Ende |
|---|---|---|
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world. | Portfolio Manager-Aktien | 01.07.2019 |
Anderson & Strudwick, Inc.
 Anderson & Strudwick, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Portfolio Manager-Aktien | - |
Ausbildung von Preston Dillard
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
85
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Anderson & Strudwick, Inc.
Anderson & Strudwick, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
3Chopt Investment Partners LLC
3Chopt Investment Partners LLC Investment ManagersFinance 3Chopt carefully designs portfolios to reflect each client’s unique circumstances and objectives. The firm performs a discretionary review of current market conditions and tactical opportunities. | Finance |
