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Brian Zahm
Gestionnaire de Portefeuille-Actions chez
D.A. Davidson & Co. (Investment Management)
Profil
Brian Allen Zahm is currently a Senior Vice President & Financial Advisor at D.A. Davidson & Co. (Investment Management).
Previously, he worked as a Principal at Merrill Lynch Investment Managers, Inc. From 2002 to 2016, he was an Investment Consultant at SMITH HAYES Advisers, Inc. He also served as a Vice President at Kirkpatrick, Pettis, Smith, Polian Inc. in 2001.
Additionally, he worked as an Investment Consultant at SMITH HAYES Financial Services Corp.
Mr. Zahm holds an MBA from Texas A&M University, which he obtained in 1996.
He completed his undergraduate degree at the University of Nebraska Omaha in 1987.
Postes actifs de Brian Zahm
| Sociétés | Poste | Début |
|---|---|---|
D.A. Davidson & Co. (Investment Management)
 D.A. Davidson & Co. (Investment Management) Investment ManagersFinance DAD-IM offers a variety of equity and taxable/tax-exempt fixed income investment strategies. Each of their investment strategies adheres to the core elements of their investment philosophy, taking a long-term, research-based, and risk-aware approach. | Gestionnaire de Portefeuille-Actions | 28/07/2016 |
Anciens postes connus de Brian Zahm
| Sociétés | Poste | Fin |
|---|---|---|
SMITH HAYES Advisers, Inc.
 SMITH HAYES Advisers, Inc. Investment ManagersFinance SMITH HAYES Advisers' security analysis methods may include fundamental analysis, technical analysis or a combination of the two. The firm may use no-load open and closed-end mutual funds, including ETFs, which grant access to markets where they either cannot provide adequate expertise or where the client could not acquire sufficient corporate bonds, REITs, or other specific investment products. | Gestionnaire de Portefeuille-Actions | 28/07/2016 |
Kirkpatrick, Pettis, Smith, Polian Inc.
 Kirkpatrick, Pettis, Smith, Polian Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2001 |
SMITH HAYES Financial Services Corp.
 SMITH HAYES Financial Services Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Corporate Officer/Principal | - |
Formation de Brian Zahm
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
SMITH HAYES Advisers, Inc.
SMITH HAYES Advisers, Inc. Investment ManagersFinance SMITH HAYES Advisers' security analysis methods may include fundamental analysis, technical analysis or a combination of the two. The firm may use no-load open and closed-end mutual funds, including ETFs, which grant access to markets where they either cannot provide adequate expertise or where the client could not acquire sufficient corporate bonds, REITs, or other specific investment products. | Finance |
Kirkpatrick, Pettis, Smith, Polian Inc.
Kirkpatrick, Pettis, Smith, Polian Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
SMITH HAYES Financial Services Corp.
SMITH HAYES Financial Services Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Nebraska Omaha
 University of Nebraska Omaha Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
D.A. Davidson & Co. (Investment Management)
D.A. Davidson & Co. (Investment Management) Investment ManagersFinance DAD-IM offers a variety of equity and taxable/tax-exempt fixed income investment strategies. Each of their investment strategies adheres to the core elements of their investment philosophy, taking a long-term, research-based, and risk-aware approach. | Finance |
