David L. Sheer
Vorstandsvorsitzender bei The Roosevelt Investment Group LLC
Profil
Mr. David L.
Sheer is a Co-Chief Executive Officer at The Roosevelt Investment Group LLC.
Mr. Sheer was previously an Executive Member of the predecessor firm, Sheer Asset Management, Inc., where he managed all aspects of operations.
He was instrumental in the establishment and development of the Roosevelt Investments operations center in Providence, RI, which was formed in 2005.
Prior to joining Roosevelt, he held various roles in client relations for Starwood Hotels & Resorts.
He earned a BS in Psychology from Emory University and an MBA from Johnson & Wales University.
Aktive Positionen von David L. Sheer
| Unternehmen | Position | Beginn |
|---|---|---|
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Vorstandsvorsitzender | 01.01.2013 |
Ehemalige bekannte Positionen von David L. Sheer
| Unternehmen | Position | Ende |
|---|---|---|
Starwood Hotels & Resorts
 Starwood Hotels & Resorts Hotels/Resorts/Cruise linesConsumer Services Starwood Hotels & Resorts operates hotel and resorts. The company is headquartered in White Plains, NY. | Corporate Officer/Principal | - |
Ausbildung von David L. Sheer
| Emory University | Undergraduate Degree |
| Johnson & Wales University, Inc. | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
Starwood Hotels & Resorts
Starwood Hotels & Resorts Hotels/Resorts/Cruise linesConsumer Services Starwood Hotels & Resorts operates hotel and resorts. The company is headquartered in White Plains, NY. | Consumer Services |
