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Joe Hoefer
Portfolio Manager-Aktien bei Dividend Assets Capital LLC
Aktive Positionen von Joe Hoefer
Unternehmen | Position | Beginn | Ende |
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Dividend Assets Capital LLC
![]() Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Portfolio Manager-Aktien | 01.01.2023 | - |
Karriereverlauf von Joe Hoefer
Ausbildung von Joe Hoefer
Syracuse University | Masters Business Admin |
St. John Fisher College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Dividend Assets Capital LLC
![]() Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Finance |
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