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Profile
Mr. Dave E.
Hoener, CFA, is Chief Investment Officer & Managing Director at Shamrock Asset Management LLC.
Mr. Hoener was previously employed as a Portfolio Manager at Smith Asset Management Group LP.
Prior to joining Smith Group, he served as president and senior portfolio manager at Belmont since 1994.
He previously was senior vice president and senior portfolio manager at Wertheim Schroder Investment Services.
Mr. Hoener was affiliated with Interfirst (now Bank of America) Investment Management, Inc., in Dallas for more than 14 years, serving as president before he joined Wertheim in 1988.
Mr. Hoener attended MacMurray College and earned a Bachelor of Science degree in business administration from Washington University in St. Louis in 1963.
He is a member of the CFA Society of Dallas-Ft.
Worth and the Dallas Securities Dealers Association.
Former positions of Dave E. Hoener
| Companies | Position | End |
|---|---|---|
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout. | Portfolio Manager-Equities | 2008-12-30 |
Belmont Asset Management, Inc.
 Belmont Asset Management, Inc. Investment ManagersFinance Belmont Asset Management manages portfolios of individual stocks, as well as balanced accounts of stocks, high-quality bonds and alternative investments. Their individually-managed accounts are offered through 'best-of-breed' investment managers and an open architecture program. Their equity strategy focuses on large-cap core growth stocks, small-cap stocks and international equities. For fixed-income, they invest in corporate, municipal, high-yield bonds and preferred stocks. They also offer alternative investments in private equity, hedge funds and specialized funds. | President | 2005-12-30 |
Wertheim Schroder & Co., Inc.
 Wertheim Schroder & Co., Inc. Investment Banks/BrokersFinance Brokerage firm | Corporate Officer/Principal | 1993-12-30 |
Shamrock Asset Management LLC
 Shamrock Asset Management LLC Investment ManagersFinance Shamrock Asset Management's single strategy investment solutions include: (1) managed taxable fixed-income (2) managed municipal fixed-income (3) tactical fixed-income (ETF) (4) strategic income (5) dividend equity (6) large-cap growth (7) international large-cap (8) focused international (9) tactical sector and country rotation (10) Shamrock Strategic selections (11) hedge funds and private equity (12) oil & gas direct investments (13) raw land and real estate (14) alternative investments (15) Shamrock Cash Management and (16) Certificates of Deposit. | Chief Investment Officer | - |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Training of Dave E. Hoener
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
68
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Belmont Asset Management, Inc.
Belmont Asset Management, Inc. Investment ManagersFinance Belmont Asset Management manages portfolios of individual stocks, as well as balanced accounts of stocks, high-quality bonds and alternative investments. Their individually-managed accounts are offered through 'best-of-breed' investment managers and an open architecture program. Their equity strategy focuses on large-cap core growth stocks, small-cap stocks and international equities. For fixed-income, they invest in corporate, municipal, high-yield bonds and preferred stocks. They also offer alternative investments in private equity, hedge funds and specialized funds. | Finance |
Wertheim Schroder & Co., Inc.
Wertheim Schroder & Co., Inc. Investment Banks/BrokersFinance Brokerage firm | Finance |
Shamrock Asset Management LLC
Shamrock Asset Management LLC Investment ManagersFinance Shamrock Asset Management's single strategy investment solutions include: (1) managed taxable fixed-income (2) managed municipal fixed-income (3) tactical fixed-income (ETF) (4) strategic income (5) dividend equity (6) large-cap growth (7) international large-cap (8) focused international (9) tactical sector and country rotation (10) Shamrock Strategic selections (11) hedge funds and private equity (12) oil & gas direct investments (13) raw land and real estate (14) alternative investments (15) Shamrock Cash Management and (16) Certificates of Deposit. | Finance |
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