Career history of Dave Albaneze
Former positions of Dave Albaneze
| Companies | Position | Start | End |
|---|---|---|---|
BDO Wealth Advisors LLC
 BDO Wealth Advisors LLC Investment ManagersFinance BDO Wealth Advisors LLC (BDOWA) is a SEC-registered investment adviser and wealth management firm headquartered in Jacksonville, Florida. The firm is a subsidiary of BDO USA LLP, which is ultimately held by BDO LLP. BDOWA provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; family offices; pension and profit-sharing plans; charitable organizations; and corporations or other businesses. | Chief Investment Officer | 2017-03-31 | 2022-04-30 |
| Compliance Officer | 2017-03-31 | - | |
| President | 2017-03-31 | 2022-04-30 | |
| Head of Private Banking | 2017-03-31 | 2022-04-30 | |
LBA Wealth Management LLC
 LBA Wealth Management LLC Investment ManagersFinance LBA Wealth Management LLC provides investment advice. The company is based in Jacksonville, FL. The company was founded in 1999 by David Thomas Albaneze. | Chief Investment Officer | 1998-12-31 | 2017-03-31 |
| Compliance Officer | 1998-12-31 | 2017-03-31 | |
| Founder | 1998-12-31 | 2017-03-31 | |
| Portfolio Manager-Equities | 1998-12-31 | 2017-03-31 | |
| Portfolio Manager-Fixed Income | 1998-12-31 | 2017-03-31 | |
| Market Strategist | 1998-12-31 | 2017-03-31 | |
St. Johns Investment Management Co.
 St. Johns Investment Management Co. Investment ManagersFinance Founded in 1984, St. Johns Investment Management Co. is a registered investment advisor located in Jacksonville, Florida. The firm is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS). St. Johns provides comprehensive wealth management services and stewardship of financial resources for high net-worth individuals, families, non-profit organizations, trusts, 401k plans, retirement and pension plans, endowments, corporations and foundations throughout the US. | Chief Investment Officer | 1991-12-31 | 2008-08-15 |
| Portfolio Manager-Equities | 1991-12-31 | 2008-08-15 | |
| Portfolio Manager-Fixed Income | 1991-12-31 | 2008-08-15 | |
| President | 1991-12-31 | 2008-08-15 | |
| US Air Force | Corporate Officer/Principal | 1972-12-30 | 1972-12-30 |
Commonwealth Capital Management LLC
 Commonwealth Capital Management LLC Investment ManagersFinance Commonwealth Capital Management LLC is a registered investment advisor located in Richmond, Virginia. | Corporate Officer/Principal | - | - |
Training of Dave Albaneze
| University of Massachusetts | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Chief Investment Officer | 3 |
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 2 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
| Government | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
St. Johns Investment Management Co.
St. Johns Investment Management Co. Investment ManagersFinance Founded in 1984, St. Johns Investment Management Co. is a registered investment advisor located in Jacksonville, Florida. The firm is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS). St. Johns provides comprehensive wealth management services and stewardship of financial resources for high net-worth individuals, families, non-profit organizations, trusts, 401k plans, retirement and pension plans, endowments, corporations and foundations throughout the US. | Finance |
Commonwealth Capital Management LLC
Commonwealth Capital Management LLC Investment ManagersFinance Commonwealth Capital Management LLC is a registered investment advisor located in Richmond, Virginia. | Finance |
LBA Wealth Management LLC
LBA Wealth Management LLC Investment ManagersFinance LBA Wealth Management LLC provides investment advice. The company is based in Jacksonville, FL. The company was founded in 1999 by David Thomas Albaneze. | Finance |
| US Air Force | Government |
BDO Wealth Advisors LLC
BDO Wealth Advisors LLC Investment ManagersFinance BDO Wealth Advisors LLC (BDOWA) is a SEC-registered investment adviser and wealth management firm headquartered in Jacksonville, Florida. The firm is a subsidiary of BDO USA LLP, which is ultimately held by BDO LLP. BDOWA provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; family offices; pension and profit-sharing plans; charitable organizations; and corporations or other businesses. | Finance |
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