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Dave Gilreath
Gründer bei Sheaff Brock Investment Advisors LLC
Profil
Mr. David S.
Gilreath is a Managing Director & Chief Investment Officer at Sheaff Brock Investment Advisors LLC and a Managing Director, Chief Investment Officer & Portfolio Manager at Innovative Portfolios LLC.
He shares responsibility for setting investment policy, asset allocation, and security selection for the company’s accounts.
He serves as portfolio manager for the investment strategies and as chair of the investment committee, providing overall guidance, leadership, and direction.
Since 2001, Mr. Gilreat has been chief investment officer and managing director of a registered investment advisory firm he co-founded with Ron Brock.
In that firm, he drives investment policy and leads the investment committee, making weekly equity decisions regarding all of its portfolio strategies.
He also serves as a partner in the RIA’s institutional investment division and in related investment management companies.
He has more than 38 years of experience in the financial services industry, and started watching and reading Louis Rukeyser while in high school.
During his college years, he owned and traded his own stocks, even making covered calls and purchasing options.
Becoming a stock broker in 1981, he began his career with Bache Halsey Stuart Shields and later worked at Morgan Stanley/Dean Witter before co-founding the registered investment advisory firm in Indianapolis, Indiana, in 2001.
He is a contributor of money management advice and information to investment columns for ABCNews.com, cnbc.com, Investopedia.com, and WealthManagement.com.
He attended Miami University in Oxford, Ohio where he earned a Bachelor of Science degree.
Dave obtained his Certified Financial Planner (CFP) designation in 1984.
Aktive Positionen von Dave Gilreath
Unternehmen | Position | Beginn |
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Sheaff Brock Investment Advisors LLC
![]() Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock Investment Advisors LLC (Sheaff Brock) is a registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Dave Gilreath and Ron Brock in 2001 and is a subsidiary of Sheaff Brock Capital Management LLC. Sheaff Brock provides portfolio management services for high net worth individuals. | Gründer | 01.01.2001 |
Innovative Portfolios LLC
![]() Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios LLC is a registered investment adviser headquartered in Indianapolis, Indiana. The firm was founded by David Gilreath and Ronald Brock and is owned by Sheaff Brock Capital Management LLC. Innovative Portfolios offers investment advisory services to registered investment companies (including mutual funds) and Sub-advisor Services to registered investment advisors. | Gründer | - |
Ehemalige bekannte Positionen von Dave Gilreath
Unternehmen | Position | Ende |
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Bache Halsey Stuart Shields, Inc.
![]() Bache Halsey Stuart Shields, Inc. Investment Banks/BrokersFinance Bache Halsey Stuart Shields, Inc. is a company based in IL. | Corporate Officer/Principal | - |
Morgan Stanley Dean Witter | Corporate Officer/Principal | - |
SBAuer Funds LLC
![]() SBAuer Funds LLC Investment ManagersFinance SBAuer Funds LLC (SBAuer) is an independent registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Robert Auer and Bryan Auer in 2007. SBAuer serves as the investment manager to the Auer Growth Fund, a registered mutual fund. | Compliance Officer | - |
Ausbildung von Dave Gilreath
Miami University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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SBAuer Funds LLC
![]() SBAuer Funds LLC Investment ManagersFinance SBAuer Funds LLC (SBAuer) is an independent registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Robert Auer and Bryan Auer in 2007. SBAuer serves as the investment manager to the Auer Growth Fund, a registered mutual fund. | Finance |
Bache Halsey Stuart Shields, Inc.
![]() Bache Halsey Stuart Shields, Inc. Investment Banks/BrokersFinance Bache Halsey Stuart Shields, Inc. is a company based in IL. | Finance |
Morgan Stanley Dean Witter | Finance |
Sheaff Brock Investment Advisors LLC
![]() Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock Investment Advisors LLC (Sheaff Brock) is a registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Dave Gilreath and Ron Brock in 2001 and is a subsidiary of Sheaff Brock Capital Management LLC. Sheaff Brock provides portfolio management services for high net worth individuals. | Finance |
Innovative Portfolios LLC
![]() Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios LLC is a registered investment adviser headquartered in Indianapolis, Indiana. The firm was founded by David Gilreath and Ronald Brock and is owned by Sheaff Brock Capital Management LLC. Innovative Portfolios offers investment advisory services to registered investment companies (including mutual funds) and Sub-advisor Services to registered investment advisors. | Finance |