![Dave Rever](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>)
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 Provides investment advice | Corporate Officer/Principal | - |
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica-IM constructs each overlay model’s asset allocation parameters and establishes the percentages for each asset class utilized in the model. They also select the individual investments that are available in each asset class. | Analyst-Equity | 31/12/1994 |
Monroe Bank & Trust
 Monroe Bank & Trust Investment ManagersFinance Profile Unavailable | Director of Investments | - |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Analyst-Fixed Income | 31/08/2010 |
Formation de Dave Rever
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
45
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Finance |
Comerica Bank (Investment Management Texas)
Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica-IM constructs each overlay model’s asset allocation parameters and establishes the percentages for each asset class utilized in the model. They also select the individual investments that are available in each asset class. | Finance |
Monroe Bank & Trust
Monroe Bank & Trust Investment ManagersFinance Profile Unavailable | Finance |
Wayne State University (Michigan)
 Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Woodbridge Capital Partners LLC
Woodbridge Capital Partners LLC Investment ManagersFinance Provides investment advice | Finance |
