David Brian Miyazaki

David Brian Miyazaki

Mitglied des Investmentausschusses bei Confluence Investment Management LLC

Finance
Energy Minerals
Consumer Services

Profil

Mr. David B.
Miyazaki, CFA, is a Portfolio Manager at Confluence Investment Management LLC.
He manages the specialty finance portfolios with an emphasis on business development companies.
He is also a member of the Asset Allocation Investment Committee.
In addition, he works with the firm’s balanced portfolios, with a particular focus on the fixed income investments.
He has over 30 years of financial experience, starting in the industry in 1991.
Prior to joining Confluence, Mr. Miyazaki served as a portfolio manager and analyst with Gallatin Asset Management, the investment management arm of A.G.
Edwards, Inc. He was responsible for separately managed accounts invested in individual stocks with a value discipline and co-managed the aforementioned FGB closed-end fund, then known as the First Trust/Gallatin Specialty Finance and Financial Opportunities Fund, as well as the A.G.
Edwards ETF-based asset allocation program.
In addition to portfolio management, he served as a member of the A.G.
Edwards Investment Strategy Committee.
As a strategist, he was responsible for the firm’s quantitative asset allocation models, including its Cyclical Asset Allocation Program.
Before joining A.G.
Edwards, he was a portfolio manager at Koch Industries, where he managed a short-term interest rate arbitrage portfolio.
Previously, he was a private placement debt analyst at Prudential Capital Group and worked as a mortgage bond trader for Barre & Company.
Mr. Miyazaki earned a Bachelor of Arts in business administration from Texas Christian University and is a CFA charter holder.

Aktive Positionen von David Brian Miyazaki

UnternehmenPositionBeginn
Mitglied des Investmentausschusses 01.05.2008
Alle aktiven Positionen von David Brian Miyazaki

Ehemalige bekannte Positionen von David Brian Miyazaki

UnternehmenPositionEnde
Portfolio Manager-Aktien 31.03.2008
Corporate Officer/Principal -
Corporate Officer/Principal -
Prudential Capital Group Corporate Officer/Principal -
A.G. Edwards Asset Management Portfolio Manager-Aktien 22.11.2005
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Ausbildung von David Brian Miyazaki

Texas Christian University Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

21

Beziehungen ersten Grades

7

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen6

Energy Minerals

Finance

A.G. Edwards Asset Management

Finance

Finance

Prudential Capital Group

Finance

Finance

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