Profil
Mr. David P.
Rever, CFA, is Senior Vice President at Monroe Bank & Trust Co. He is also Managing Director of Investments at the firm.
He is responsible for the construction, monitoring, and rebalancing of investment portfolio.
He leads a team of wealth management professionals in the critical functions of economic and investment analysis, portfolio modeling and reviewing fixed income instrument integrity.
He has over 20 years of extensive experience as a financial analyst and portfolio manager.
His background also includes expertise as a financial planner for high net worth clients.
Prior to joining Monroe Bank & Trust, he worked for 13 years as a portfolio manager and analyst at Birmingham, MI based Munder Capital Management, rising to the position of Senior Fixed Income Analyst.
He also worked in significant analyst positions at Woodbridge Capital and Comerica Bank.
Before entering a career in finance, he helped small business owners and entrepreneurs to plan, finance, launch and grow their businesses as a counselor at the Wayne State University Small Business Development Center.
Mr. Rever graduated from Wayne State University in 1988 with a Bachelor of Science degree in Finance, and is a Chartered Financial Analyst.
Anciens postes connus de Dave Rever
| Sociétés | Poste | Fin |
|---|---|---|
Woodbridge Capital Partners LLC
 Woodbridge Capital Partners LLC Investment ManagersFinance Woodbridge Capital Partners LLC provides investment advice. The private company is based in Santa Monica, CA. The company was founded by William T. Lappas. | Corporate Officer/Principal | - |
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Analyst-Equity | 31/12/1994 |
Monroe Bank & Trust
 Monroe Bank & Trust Investment ManagersFinance Monroe Bank & Trust is a trust company and wealth management firm located in Monroe, Michigan. The firm was founded by Benjamin Dansard and Louis Lafountain in 1858 as Dansard & Son Bank. The firm's name was changed in 1968. | Director of Investments | - |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Analyst-Fixed Income | 31/08/2010 |
Formation de Dave Rever
| Wayne State University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
Comerica Bank (Investment Management Texas)
Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Finance |
Monroe Bank & Trust
Monroe Bank & Trust Investment ManagersFinance Monroe Bank & Trust is a trust company and wealth management firm located in Monroe, Michigan. The firm was founded by Benjamin Dansard and Louis Lafountain in 1858 as Dansard & Son Bank. The firm's name was changed in 1968. | Finance |
Woodbridge Capital Partners LLC
Woodbridge Capital Partners LLC Investment ManagersFinance Woodbridge Capital Partners LLC provides investment advice. The private company is based in Santa Monica, CA. The company was founded by William T. Lappas. | Finance |
