Profil
Prior to joining McDonnell Investment in May 2005, Mr. Bjorndal served as a Regional Investment Consultant for Phoenix Investment Partners, where he had been responsible for the sales of fixed income, equity and alternative strategy managed accounts and mutual funds for five years.
From 1998-2000, he was employed by American Express Financial Advisors, where he helped affluent clients reach their financial goals through comprehensive financial plans and various investment strategies.
Mr. Bjorndal received his B.S./B.A.
degree in Finance and Marketing from the University of Delaware.
He holds the Certified Investment Management Analyst designation and is a member of the Investment Management Consultants Association and New York Society of Security Analysts (NYSSA).
In addition, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Anciens postes connus de David P. Bjorndal
| Sociétés | Poste | Fin |
|---|---|---|
Phoenix Investment Partners Ltd.
 Phoenix Investment Partners Ltd. Investment ManagersFinance Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT. | Corporate Officer/Principal | - |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/12/1999 |
McDonnell Investment Management LLC
 McDonnell Investment Management LLC Investment ManagersFinance Founded in 2001, McDonnell Investment Management LLC is a wealth management firm and registered investment advisor located in Oak Brook Terrace, Illinois with an additional office in New York City. The firm is a direct subsidiary of Natixis Global Asset Management LP, which is an indirect subsidiary of Natixis Global Asset Management, (NGAM), an international asset management group based in Paris, France. NGAM is in turn owned by Natixis, a French investment banking and financial services firm. Natixis is principally owned by BPCE, France’s second largest banking group. McDonnell provides customized investment management services for institutional and private clients. Their client base includes retirement plans, insurance companies, charitable organizations, municipalities, hospitals, corporations and private clients. | Sales & Marketing | - |
Formation de David P. Bjorndal
| University of Delaware | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
McDonnell Investment Management LLC
McDonnell Investment Management LLC Investment ManagersFinance Founded in 2001, McDonnell Investment Management LLC is a wealth management firm and registered investment advisor located in Oak Brook Terrace, Illinois with an additional office in New York City. The firm is a direct subsidiary of Natixis Global Asset Management LP, which is an indirect subsidiary of Natixis Global Asset Management, (NGAM), an international asset management group based in Paris, France. NGAM is in turn owned by Natixis, a French investment banking and financial services firm. Natixis is principally owned by BPCE, France’s second largest banking group. McDonnell provides customized investment management services for institutional and private clients. Their client base includes retirement plans, insurance companies, charitable organizations, municipalities, hospitals, corporations and private clients. | Finance |
Phoenix Investment Partners Ltd.
Phoenix Investment Partners Ltd. Investment ManagersFinance Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT. | Finance |
| American Express Financial Advisors, Inc. |