David Lawrence Rodman
Vorstandsvorsitzender bei David Lawrence Rodman (Investment Management)
Profil
Mr. David L.
Rodman is a Founder & Principal at David Lawrence Rodman (Investment Management).
He is currently President of the Greater Alliance Foundation; a Trustee of the Rodman Public Library; a member of the Alliance Area Chamber of Commerce; member and Endowment Chair of the Union Avenue United Methodist Church; and a member of the Boy Scout Troop 101 Troop Committee.
Prior to founding David Lawrence Rodman (Investment Management) he spent 6 years with Butler Wick & Co., He was formerly a member and President of the Alliance Board of Education, and member and Director of the Alliance Rotary Club.
He is a cum laude graduate of Mount Union College in 1979 with a BA in Mathematics and Business Administration, he earned his MBA at Washington University in St. Louis in 1981 concentrating in Finance, and thereafter earned his CFP from the College for Financial Planning of Denver Colorado in 1986 (he then retired his CFP designation in 1988 to focus on investment research and management).
He is a Registered Investment Advisor and an Affiliate Member of the Chartered Financial Analyst Institute and the Chartered Financial Analyst Society of Cleveland.
Aktive Positionen von David Lawrence Rodman
Unternehmen | Position | Beginn |
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David Lawrence Rodman (Investment Management)
David Lawrence Rodman (Investment Management) Investment ManagersFinance David Lawrence Rodman (Investment Management) (dba Rodman Capital Management) is the wealth management subsidiary of MAI Capital Management LLC headquartered in Alliance, Ohio. The firm was founded in 1988 by David Rodman. The firm provides investment advisory and wealth management services to high-net worth families. | Vorstandsvorsitzender | 01.04.1988 |
Ehemalige bekannte Positionen von David Lawrence Rodman
Unternehmen | Position | Ende |
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Butler Wick & Co., Inc.
Butler Wick & Co., Inc. Investment Banks/BrokersFinance Founded in 1926, Butler Wick & Co., Inc. is a broker/dealer located in Youngstown, Ohio with branch offices throughout Ohio and western Pennsylvania. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 31.03.1988 |
United National Bank & Trust Co. (Ohio) | Corporate Officer/Principal | - |
Ausbildung von David Lawrence Rodman
Washington University in St. Louis | Masters Business Admin |
University of Mount Union | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 3 |
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United National Bank & Trust Co. (Ohio) | Finance |
David Lawrence Rodman (Investment Management)
David Lawrence Rodman (Investment Management) Investment ManagersFinance David Lawrence Rodman (Investment Management) (dba Rodman Capital Management) is the wealth management subsidiary of MAI Capital Management LLC headquartered in Alliance, Ohio. The firm was founded in 1988 by David Rodman. The firm provides investment advisory and wealth management services to high-net worth families. | Finance |
Butler Wick & Co., Inc.
Butler Wick & Co., Inc. Investment Banks/BrokersFinance Founded in 1926, Butler Wick & Co., Inc. is a broker/dealer located in Youngstown, Ohio with branch offices throughout Ohio and western Pennsylvania. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. | Finance |