![David Walrod](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 Walrod worked as a Senior Analyst at KeyBanc Capital Markets, Inc. from 1996 to 2000.
He then worked as a Senior Equity Analyst at Trusco Capital Management, Inc. from 2002 to 2007, and as a Sector Specialist at J.P.
Morgan & Co., Inc. (Old) in 2008.
From 2010 to 2016, he worked as an Equity Research Analyst at Ladenburg Thalmann & Co., Inc. (Broker), and from 2016 to 2019, he worked as a Senior Equity Research Analyst at JonesTrading Institutional Services LLC.
Mr. Walrod received his undergraduate degree from Miami University in 1992 and his MBA from the University of Toledo (Ohio) in 1996.
Anciens postes connus de David Walrod
| Sociétés | Poste | Fin |
|---|---|---|
JonesTrading Institutional Services LLC
 JonesTrading Institutional Services LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/04/2019 |
Ladenburg Thalmann & Co., Inc. (Broker)
 Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/10/2016 |
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | 31/07/2008 |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Analyst-Equity | 30/04/2007 |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2000 |
Formation de David Walrod
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
JonesTrading Institutional Services LLC
JonesTrading Institutional Services LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ladenburg Thalmann & Co., Inc. (Broker)
Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Finance |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toledo (Ohio)
 University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
