David Brian Miyazaki
Membre du Comité d'Investissement chez Confluence Investment Management LLC
Profil
Mr. David B.
Miyazaki, CFA, is a Portfolio Manager at Confluence Investment Management LLC.
He manages the specialty finance portfolios with an emphasis on business development companies.
He is also a member of the Asset Allocation Investment Committee.
In addition, he works with the firm’s balanced portfolios, with a particular focus on the fixed income investments.
He has over 30 years of financial experience, starting in the industry in 1991.
Prior to joining Confluence, Mr. Miyazaki served as a portfolio manager and analyst with Gallatin Asset Management, the investment management arm of A.G.
Edwards, Inc. He was responsible for separately managed accounts invested in individual stocks with a value discipline and co-managed the aforementioned FGB closed-end fund, then known as the First Trust/Gallatin Specialty Finance and Financial Opportunities Fund, as well as the A.G.
Edwards ETF-based asset allocation program.
In addition to portfolio management, he served as a member of the A.G.
Edwards Investment Strategy Committee.
As a strategist, he was responsible for the firm’s quantitative asset allocation models, including its Cyclical Asset Allocation Program.
Before joining A.G.
Edwards, he was a portfolio manager at Koch Industries, where he managed a short-term interest rate arbitrage portfolio.
Previously, he was a private placement debt analyst at Prudential Capital Group and worked as a mortgage bond trader for Barre & Company.
Mr. Miyazaki earned a Bachelor of Arts in business administration from Texas Christian University and is a CFA charter holder.
Postes actifs de David Brian Miyazaki
| Sociétés | Poste | Début |
|---|---|---|
Confluence Investment Management LLC
 Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Membre du Comité d'Investissement | 01/05/2008 |
Anciens postes connus de David Brian Miyazaki
| Sociétés | Poste | Fin |
|---|---|---|
Gallatin Asset Management, Inc.
 Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE). | Gestionnaire de Portefeuille-Actions | 31/03/2008 |
Koch Industries, Inc.
 Koch Industries, Inc. Oil Refining/MarketingEnergy Minerals Koch Industries, Inc. engages in the manufacture and trade of chemical products. It operates in variety of industries such as polymers and fibers, fertilizers, electronics, automotive components, forest and consumer products, minerals, glass, process and pollution control systems, refining and biofuels, commodity trading, investments, and ranching. The company was founded by Frederick Chase Koch in 1940 and is headquartered in Wichita, KS. | Corporate Officer/Principal | - |
Barre & Co., Inc.
 Barre & Co., Inc. Investment Banks/BrokersFinance Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995. | Corporate Officer/Principal | - |
| Prudential Capital Group | Corporate Officer/Principal | - |
| A.G. Edwards Asset Management | Gestionnaire de Portefeuille-Actions | 22/11/2005 |
Formation de David Brian Miyazaki
| Texas Christian University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Koch Industries, Inc.
Koch Industries, Inc. Oil Refining/MarketingEnergy Minerals Koch Industries, Inc. engages in the manufacture and trade of chemical products. It operates in variety of industries such as polymers and fibers, fertilizers, electronics, automotive components, forest and consumer products, minerals, glass, process and pollution control systems, refining and biofuels, commodity trading, investments, and ranching. The company was founded by Frederick Chase Koch in 1940 and is headquartered in Wichita, KS. | Energy Minerals |
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Finance |
| A.G. Edwards Asset Management | Finance |
Barre & Co., Inc.
Barre & Co., Inc. Investment Banks/BrokersFinance Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995. | Finance |
| Prudential Capital Group | Finance |
Gallatin Asset Management, Inc.
Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE). | Finance |
