David Hamilton Belding

David Hamilton Belding

Portfolio Manager-Aktien bei Ascension Capital Advisors, Inc.

Finance
Commercial Services
Consumer Services

Profil

Mr. David H.
Belding, CPA, is a Portfolio Manager & Client Advisor at Ascension Capital Advisors, Inc. For over 23 years, he has provided a wide range of advisory services for his investment management clients.
Prior to entering the investment advisory business in July 1993, Mr. Belding devoted much of his career to advising families and entrepreneurs concerning a wide range of strategic wealth and estate and income tax planning opportunities.
He has continued to devise customized investment strategies for clients addressing their unique financial objectives.
He founded Sage Harbor Advisors, an independent fee-based registered investment advisory firm, in 1997.
Through his leadership, the firm became known as a "high touch" wealth management firm.
Effective July 1, 2016, Sage Harbor and Ascension Capital Advisors, Inc. client service and investment management teams joined forces.
He moved to Houston and began a 20 year career practicing as a CPA; the last eight years (1985-1993) were in the capacity of Tax Partner with Ernst & Young and its predecessor firm, E&W.
He completed his graduate Business Studies in 1973 from the University of Texas in Austin.

Aktive Positionen von David Hamilton Belding

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.03.2018
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Ehemalige bekannte Positionen von David Hamilton Belding

UnternehmenPositionEnde
Corporate Officer/Principal 31.12.1992
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Ausbildung von David Hamilton Belding

The University of Texas at Austin Graduate Degree

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