David Sewall Waddell
Directeur Général chez Waddell & Associates LLC
Profil
Mr. David S.
Waddell is a Chief Executive Officer & Chief Investment Strategist at Waddell & Associates LLC.
He has responsibility for over $800 Million in client assets.
As the firm’s Chief Investment Officer, he chairs the W&A investment committee and combines macro economic forecasting, macro market analysis and macro risk assessments to design portfolio strategies utilizing public market securities worldwide.
Mr. Waddell began his career with Charles Schwab & Co., Inc. in Phoenix, AZ.
After being recognized for his outstanding business development record, he was promoted to the San Francisco- based Institutional Strategic Accounts Team, which interfaced with the Big 5 accounting firms and Schwab’s largest customers.
He left Schwab to continue his education at the graduate level in Boston.
He graduated from the University of the South with a BA in Economics, and earned his MBA degree with a concentration in finance and investments at the F.W.
Olin School at Babson College.
Postes actifs de David Sewall Waddell
| Sociétés | Poste | Début |
|---|---|---|
Greater Memphis Chamber
 Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Directeur/Membre du Conseil | 01/01/2015 |
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Directeur Général | 01/04/2016 |
Anciens postes connus de David Sewall Waddell
| Sociétés | Poste | Fin |
|---|---|---|
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Directeur Général | 01/04/2016 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formation de David Sewall Waddell
| Sewanee-The University of the South | Undergraduate Degree |
| Babson College | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Greater Memphis Chamber
Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Commercial Services |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |