Career history of Dave B. Loeper
Former positions of Dave B. Loeper
| Companies | Position | Start | End |
|---|---|---|---|
Wealthcare Capital Management LLC
 Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Chief Executive Officer | 2011-04-04 | 2013-11-29 |
| Chairman | 2011-04-04 | 2013-11-29 | |
| Chief Investment Officer | 2011-04-04 | 2013-11-29 | |
| Founder | 2011-04-04 | 2013-11-29 | |
| Portfolio Manager-Equities | 2011-04-04 | 2013-11-29 | |
| Portfolio Manager-Fixed Income | 2011-04-04 | 2013-11-29 | |
| Wheat First Securities, Inc. | Corporate Officer/Principal | 1998-12-30 | 1998-12-30 |
| Investment Management Consultants Association | Chairman | - | - |
Statistics
International
| United States | 4 |
Operational
| Chairman | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Wealthcare Capital Management LLC
Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Finance |
| Wheat First Securities, Inc. | Finance |
| Investment Management Consultants Association |
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