David Wolfson
Profile
Mr. David Wolfson is a Research Analyst at Wm Smith Securities, Inc. Prior to joining the Firm in April 2010, he interned with Jefferies & Co. as an investment banking analyst.
Mr. Wolfson graduated from Indiana University’s Kelley School of Business with a Bachelor’s degree in Finance.
He holds a series 7, 86, 87 license through Wm Smith & Co.
Former positions of David Wolfson
| Companies | Position | End |
|---|---|---|
Wm Smith Securities, Inc.
 Wm Smith Securities, Inc. Investment Banks/BrokersFinance Wm Smith Securities, Inc., the brokerage arm of Wm Smith & Co. is a broker/dealer headquartered in Denver. The firm was founded in October of 1993 and offers a full array of investment services. They provide fundamental equity research to a select group of institutional clients from both the traditional and alternative investment arena. The firm primarily focuses on special situations with an emphasis on under-followed and under-valued companies. They are a member of the SIPC. | Analyst-Equity | - |
Training of David Wolfson
| Indiana University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Wm Smith Securities, Inc.
Wm Smith Securities, Inc. Investment Banks/BrokersFinance Wm Smith Securities, Inc., the brokerage arm of Wm Smith & Co. is a broker/dealer headquartered in Denver. The firm was founded in October of 1993 and offers a full array of investment services. They provide fundamental equity research to a select group of institutional clients from both the traditional and alternative investment arena. The firm primarily focuses on special situations with an emphasis on under-followed and under-valued companies. They are a member of the SIPC. | Finance |
- Stock Market
- Insiders
- David Wolfson
