Glenn Maxey
Analyst-Equity bei David Vaughan Investments LLC
Profil
Mr. Glenn J.
Maxey, CFA, is a Portfolio Manager at David Vaughan Investments LLC.
His primary responsibilities at DVI include portfolio management, equity research, mutual fund research, and participating as a member of the DVI Investment Committee.
He also co-leads the firm's quantitative research initiatives and serves as the secondary equity trader.
Mr. Maxey worked for several years in Investment Banking as a Mergers & Acquisitions Analyst for Evercore in Houston, Texas before joining DVI in July 2017.
Mr. Maxey earned his Bachelor’s Degree in Finance from SMU in 2015.
He is also a Chartered Financial Analyst.
Aktive Positionen von Glenn Maxey
| Unternehmen | Position | Beginn |
|---|---|---|
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Analyst-Equity | 01.07.2017 |
Ehemalige bekannte Positionen von Glenn Maxey
| Unternehmen | Position | Ende |
|---|---|---|
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Corporate Officer/Principal | 01.06.2017 |
Ausbildung von Glenn Maxey
| Southern Methodist University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Finance |
