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Profil
Mr. Pat J.
Smarjesse is Vice President at David Vaughan Investments, Inc.
Prior to joining David Vaughan Investments in May 1995, Mr. Smarjesse served as a retirement plan consultant with a regional pension administration firm, and a financial consultant for Merrill Lynch & Co. In 2002, he earned the Certified Employee Benefit Specialist designation from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania, recognizing his significant expertise and understanding of topics relating to tax-qualified retirement plans.
Mr. Smarjesse grew up in the Peoria area and is a 1984 graduate of the University of Wisconsin-La Crosse, where he earned a BS in Management.
His wife and three daughters are his primary focus outside of work.
When time permits, he enjoys fishing, hunting and assisting various charitable organizations.
Anciens postes connus de Pat J. Smarjesse
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets. | Gestionnaire de Portefeuille-Actions | 30/09/2010 |
Formation de Pat J. Smarjesse
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
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