![Cameron Dees](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Cameron Dees
Gestionnaire de Portefeuille-Actions chez
Mariner LLC
Profil
Mr. Charles C.
Dees, CFA MBA, is a Senior Wealth Advisor at Mariner LLC.
He provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner, Mr. Dees was a Portfolio Manager at Allegiant Private Advisors, where he was responsible for trades and portfolio decisions.
Previously, he served as a research analyst for that firm, conducting market research and assisting the portfolio manager in trading activities.
He has a bachelor’s degree in finance and an MBA, both from Marshall University.
He holds the Chartered Financial Analyst designation.
Postes actifs de Cameron Dees
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Gestionnaire de Portefeuille-Actions | 01/08/2021 |
Anciens postes connus de Cameron Dees
| Sociétés | Poste | Fin |
|---|---|---|
Allegiant Private Advisors LLC
 Allegiant Private Advisors LLC Investment ManagersFinance Allegiant manages assets conservatively and takes a holistic, fee-based, advisory approach. The firm primarily recommends that clients allocate investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or exchange traded funds (ETFs) in accordance with the client’s designated investment objective(s). Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives. | Analyst-Equity | 31/07/2021 |
Formation de Cameron Dees
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Marshall University
 Marshall University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant manages assets conservatively and takes a holistic, fee-based, advisory approach. The firm primarily recommends that clients allocate investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or exchange traded funds (ETFs) in accordance with the client’s designated investment objective(s). Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives. | Finance |
