David Robertson is a eficient expert, who works in United Cerebral Palsy, Central Maryland on the position of Investment Subcommittee member from 2011. David Robertson gained professional experience in more than 13 positions at various companies. David Robertson went to the Northwestern University - Kellogg School of Management and received education there from 1991 to 1994. David Robertson has these professional qualifications: License 22104, Series 65, and Cfa, Chartered Financial Analyst. Baltimore, Maryland is the city, where this expert was known to be situated. Their email address and number are accessed through this website on demand.
Name variants:
Daved Robertson,
Dayvid Robertson,
Dave Robertson,
Davey Robertson,
Davie Robertson,
Davy Robertson
Contact Information
Last Update
Jun 30, 2022
Email
dr**@areteam.com
Location
Baltimore, MD
Company
United Cerebral Palsy, Central Maryland
Workplace
Investment Subcommittee member
Work History
CEO, Portfolio Manager, Founder
Create and manage all aspects of the Mid Cap Core product. Investment process based on long-term discounted cash flow methodology and valuation model provided by Applied Finance Group. Sole...
from Jan 2008
Portfolio Manager, Director of Research
Created and Managed all aspects of the institutional Mid Cap Core product. Investment process based on long-term discounted cash flow methodology and valuation model provided by Applied Fin...
Jun 2006 — May 2007
Senior Vice President
Selected stocks for the Large Cap Value product by performing conventional analytical activities such as analyzing company business models, financial statements, and competitive dynamics, r...
Jun 2003 — Jul 2005
Portfolio Manager, Equity Analyst
Managed all aspect of Mid Cap fund; sole decision maker for portfolio construction and transactions. Performed essentially all mid cap equity analysis.
M&T Bank acquired Allied Investm...
Apr 2003 — May 2003
Portfolio manager/Equity analyst
Managed all aspects of ARK Mid Cap fund including designing and implementing an investment philosophy, strategy, and process leading to successful transition from enhanced index fund to act...
Nov 2000 — Apr 2003
Investment Manager/Equity Analyst
Identified, analyzed, recommended, and monitored stock selections and sector weights for four value-oriented funds totaling $8B (institutional and retail). Sector coverage included technolo...
Dec 1998 — Feb 2000
Investment Manager/Equity Analyst
Identified, analyzed, recommended, and monitored stock selections and sector weights for four value-oriented funds totaling $8B (institutional and retail). Sector coverage included technolo...
Aug 1996 — Dec 1998
Investment Analyst
Fundamental research and investment analysis for Small Cap Value fund.
Agreed to portfolio manager's request to move to Provident Capital Management in August 1996.
Jun 1996 — Aug 1996
Associate
Performed private company equity valuations. Analyzed companies, industries, market trends, and modeled cash flows, earnings, and balance sheet information.
Conducted due diligence activi...
1994 — 1996
Investment Analyst
Conducted monthly investment analysis and research on 1700 company universe utilizing proprietary CFROI-based DCF valuation model that incorporated forecasts of ROIs, asset growth rates, an...
1992 — 1993
Education
1983 — 1987
1979 — 1983
Occupations
Executive
Chief Executive Officer
Financial Broker
Portfolio Manager
Founder
Board Member
Chairperson
Corporate Executive
Chief Executive
Investment Analyst
Financial Analyst
Founding Member
Management Team Executive
Operations Manager
Skills
Portfolio Management
Valuation
Equities
Research