![David Michael Smith](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
David Michael Smith worked as a Senior Portfolio Manager at Cypress Capital Group, Inc. from 2006 to 2013.
Prior to that, he worked as an Assistant Vice President at Bankers Trust Co. of Texas, a Vice President & Portfolio Manager at United States Trust Co., NA, and a Financial Analyst at First National Bank (Rosedale, Mississippi).
He received his undergraduate degree from Princeton University in 1988.
Anciens postes connus de David Michael Smith
| Sociétés | Poste | Fin |
|---|---|---|
Cypress Capital Group, Inc.
 Cypress Capital Group, Inc. Investment ManagersFinance CCG employs an asset allocation investment approach in order to determine the optimal portfolio allocations to distinct asset classes based on investors’ time horizon. The firm focuses on individual security management using the following asset classes: Equity and Fixed Income Securities, and occasionally Warrants and Options. They employ a team-driven approach to its equity investment process and together with its affiliate sub-advisor, Cypress Trust Company, provide a front-end screening to focus the research efforts of the investment team on a manageable list of attractive stocks. CCG is a largely a buy and hold investor and have a low turnover within their bond holdings. | Gestionnaire de Portefeuille-Actions | 05/08/2013 |
First National Bank (Rosedale, Mississippi)
 First National Bank (Rosedale, Mississippi) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Bankers Trust Co. of Texas
 Bankers Trust Co. of Texas Regional BanksFinance Provides banking and wealth management services | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Formation de David Michael Smith
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cypress Capital Group, Inc.
Cypress Capital Group, Inc. Investment ManagersFinance CCG employs an asset allocation investment approach in order to determine the optimal portfolio allocations to distinct asset classes based on investors’ time horizon. The firm focuses on individual security management using the following asset classes: Equity and Fixed Income Securities, and occasionally Warrants and Options. They employ a team-driven approach to its equity investment process and together with its affiliate sub-advisor, Cypress Trust Company, provide a front-end screening to focus the research efforts of the investment team on a manageable list of attractive stocks. CCG is a largely a buy and hold investor and have a low turnover within their bond holdings. | Finance |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bankers Trust Co. of Texas
Bankers Trust Co. of Texas Regional BanksFinance Provides banking and wealth management services | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
First National Bank (Rosedale, Mississippi)
First National Bank (Rosedale, Mississippi) Major BanksFinance Provides commercial banking services | Finance |
