Career history of Dave E. Hoener
Former positions of Dave E. Hoener
| Companies | Position | Start | End |
|---|---|---|---|
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Portfolio Manager-Equities | 2005-12-31 | 2008-12-30 |
Belmont Asset Management, Inc.
 Belmont Asset Management, Inc. Investment ManagersFinance Founded in 1986, Belmont Asset Management, Inc. is a hedge fund manager located in Dallas, Texas. Their clients include corporations, foundations, charitable trusts and individuals. | Chief Investment Officer | 1993-12-31 | 2005-12-30 |
| Portfolio Manager-Equities | 1993-12-31 | 2005-12-30 | |
| Portfolio Manager-Fixed Income | 1993-12-31 | 2005-12-30 | |
| President | 1993-12-31 | 2005-12-30 | |
| Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | 1987-12-31 | 1993-12-30 |
Shamrock Asset Management LLC
 Shamrock Asset Management LLC Investment ManagersFinance Founded in 1997, Shamrock Asset Management LLC is a registered investment advisor located in Dallas, Texas. | Chief Investment Officer | - | - |
| Investment Committee Member | - | - | |
| Portfolio Manager-Equities | - | - | |
| Portfolio Manager-Fixed Income | - | - | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Training of Dave E. Hoener
| University of Washington | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Portfolio Manager-Equities | 3 |
| Chief Investment Officer | 2 |
| Portfolio Manager-Fixed Income | 2 |
Sectoral
| Finance | 6 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 4 |
|---|---|
Belmont Asset Management, Inc.
Belmont Asset Management, Inc. Investment ManagersFinance Founded in 1986, Belmont Asset Management, Inc. is a hedge fund manager located in Dallas, Texas. Their clients include corporations, foundations, charitable trusts and individuals. | Finance |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
| Wertheim Schroder & Co., Inc. | Finance |
Shamrock Asset Management LLC
Shamrock Asset Management LLC Investment ManagersFinance Founded in 1997, Shamrock Asset Management LLC is a registered investment advisor located in Dallas, Texas. | Finance |
- Stock Market
- Insiders
- Dave E. Hoener
- Experience
