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Profil
David John Peyton worked as a Portfolio Analyst at Heartwood Investments, Inc. and BerganKDV Wealth Management LLC from 2016 to 2023.
He obtained his undergraduate degree from the University of Northern Iowa in 2014.
Anciens postes connus de David John Peyton
| Sociétés | Poste | Fin |
|---|---|---|
BerganKDV Wealth Management LLC
 BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management develops a unique investment and tax strategy, creates and manages a portfolio based on the client’s objectives, time horizons, risk tolerance, and liquidity needs. The firm offers a variety of managed portfolios primarily utilizing no-load mutual funds, exchange traded funds (ETF), individual equities, and money market funds. | Analyst-Equity | 01/09/2023 |
Heartwood Investments, Inc.
 Heartwood Investments, Inc. Investment ManagersFinance Heartwood Investments' portfolios may include common stocks of companies based in the US or other countries, fixed-income securities such as bonds or certificates of deposit, cash-equivalent investments such as money market funds, mutual funds and index funds including ETFs. Investments are selected based on each client's specific objectives and risk tolerance. | Analyst-Equity | - |
Formation de David John Peyton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Northern Iowa
 University of Northern Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BerganKDV Wealth Management LLC
BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management develops a unique investment and tax strategy, creates and manages a portfolio based on the client’s objectives, time horizons, risk tolerance, and liquidity needs. The firm offers a variety of managed portfolios primarily utilizing no-load mutual funds, exchange traded funds (ETF), individual equities, and money market funds. | Finance |
Heartwood Investments, Inc.
Heartwood Investments, Inc. Investment ManagersFinance Heartwood Investments' portfolios may include common stocks of companies based in the US or other countries, fixed-income securities such as bonds or certificates of deposit, cash-equivalent investments such as money market funds, mutual funds and index funds including ETFs. Investments are selected based on each client's specific objectives and risk tolerance. | Finance |
