Profil
Mr. Justin B.
Wood, CFA, is Vice President & Portfolio Manager at Davidson Fixed Income Management, Inc. Prior to joining Davidson Fixed Income Management in August 2014, he was Assistant Portfolio Manager by SeaCap Investment Advisors (a division of Davidson Fixed Income Management) in early 2011.
He began his career by working as a Financial Analyst with Wurts & Associates, an institutional investment consulting firm.
He serves as the primary fixed income trader, and also leads credit research and analytics for the firm's taxable bond strategies.
Mr. Wood is a graduate of Washington State University, where he earned a B.A.
in Business Administration-Finance.
While a student, he also served as a portfolio manager for the Washington State University foundation's student-managed Cougar Investment Fund.
He is a CFA charter holder and is a member of the CFA Society of Seattle.
Ehemalige bekannte Positionen von Justin Brock Wood
Unternehmen | Position | Ende |
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Davidson Fixed Income Management, Inc.
Davidson Fixed Income Management, Inc. Investment ManagersFinance Davidson Fixed Income Management, Inc. (DFIM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. They are a wholly-owned subsidiary of D. A. Davidson Companies, a financial services holding company. The firm began was founded in 2004 as Kirkpatrick Pettis Capital Management, Inc. In 2005, Davidson Companies purchased all of the stock of Kirkpatrick Pettis and shortly thereafter, the firm changed its name and began to conduct business under the name Davidson Fixed Income Management, Inc. DFIM offers investment advisory services to public entities and mutual funds that desire investments in fixed income securities. | Portfolio Manager-Fixed Income | 01.03.2015 |
SeaCap Investment Advisors
SeaCap Investment Advisors Investment ManagersFinance Founded in 1988, SeaCap Investment Advisors is a registered investment advisor located in Seattle, Washington. The firm manages customized fixed-income portfolios for institutional and private clients. | Portfolio Manager-Fixed Income | 31.07.2014 |
Verus Advisory, Inc.
Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 31.01.2011 |
Ausbildung von Justin Brock Wood
Washington State University | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 3 |
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Verus Advisory, Inc.
Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Finance |
SeaCap Investment Advisors
SeaCap Investment Advisors Investment ManagersFinance Founded in 1988, SeaCap Investment Advisors is a registered investment advisor located in Seattle, Washington. The firm manages customized fixed-income portfolios for institutional and private clients. | Finance |
Davidson Fixed Income Management, Inc.
Davidson Fixed Income Management, Inc. Investment ManagersFinance Davidson Fixed Income Management, Inc. (DFIM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. They are a wholly-owned subsidiary of D. A. Davidson Companies, a financial services holding company. The firm began was founded in 2004 as Kirkpatrick Pettis Capital Management, Inc. In 2005, Davidson Companies purchased all of the stock of Kirkpatrick Pettis and shortly thereafter, the firm changed its name and began to conduct business under the name Davidson Fixed Income Management, Inc. DFIM offers investment advisory services to public entities and mutual funds that desire investments in fixed income securities. | Finance |