Dave Ashby

Portfolio Manager-Aktien bei

Stockman Wealth Management, Inc.

Finance

Consumer Services

Profil

Mr. David W.
Ashby, CFA, is a Managing Director at Stockman Wealth Management, Inc. He joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management.
Mr. Ashby was previously employed as Regional Investment Manager by Wells Fargo Bank Montana, NA. Mr. Ashby earned his Bachelor of Business Administration in Finance from Gonzaga University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Spokane.

Aktive Positionen von Dave Ashby

Unternehmen	Position	Beginn
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective.	Portfolio Manager-Aktien	01.11.2016

Alle aktiven Positionen von Dave Ashby

Ehemalige bekannte Positionen von Dave Ashby

Unternehmen	Position	Ende
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-

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Ausbildung von Dave Ashby

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

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Frau

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Unternehmensverbindungen

Private Unternehmen	3
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective.	Finance
Gonzaga University Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services