Dave Jones
Portfolio Manager-Equities at Yousif Capital Management LLC
Profile
Mr. David J.
Jones is a Director of Global Equities at Yousif Capital Management LLC.
He leads and manages the equity portfolios.
Prior to starting at Yousif Capital Management, Mr. Jones worked as a Portfolio Manager at LS Investment Advisors, a Registered Investment Advisor based in Bloomfield Hills, MI.
Before that, he was a Senior Portfolio Manager at World Asset Management, a Comerica company.
Before that, Dave worked at Munder Capital Management as an Equity Trader and Senior Business Analyst.
Dave started his career with Comerica Bank.
He received his undergraduate degree from Michigan State University and an MBA from Wayne State University (Michigan).
He is also a member of the CFA Institute and CFA Society of Detroit.
Dave Jones active positions
Companies | Position | Start |
---|---|---|
Yousif Capital Management LLC
Yousif Capital Management LLC Investment ManagersFinance Yousif Capital Management LLC (YCM) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Kevin K. Yousif in 2021. YCM offers their investment management services to institutional clients only. They manage those client assets inside of separately managed funds where the client alone owns the assets or in commingled funds when they sub-advice on collective funds. | Portfolio Manager-Equities | 2021-03-31 |
Former positions of Dave Jones
Companies | Position | End |
---|---|---|
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Portfolio Manager-Equities | 2021-02-28 |
World Asset Management, Inc.
World Asset Management, Inc. Investment ManagersFinance World Asset Management Inc. (WAM) is a SEC-registered investment advisor and fund manager headquartered in Detroit, Michigan. The firm was founded in 1994 and is a subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). WAM provides passive investment options for corporations, municipalities, Taft-Hartley clients, endowments, foundations, hospitals, and private clients. The firm also serves as a sub-adviser to separately managed accounts and bank collective funds. | Portfolio Manager-Equities | 2014-05-31 |
Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Corporate Officer/Principal | 2008-12-30 |
Comerica Bank & Trust, NA
Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | 2001-12-30 |
Training of Dave Jones
Michigan State University | Undergraduate Degree |
Wayne State University (Michigan) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Finance |
Comerica Bank & Trust, NA
Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Finance |
World Asset Management, Inc.
World Asset Management, Inc. Investment ManagersFinance World Asset Management Inc. (WAM) is a SEC-registered investment advisor and fund manager headquartered in Detroit, Michigan. The firm was founded in 1994 and is a subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). WAM provides passive investment options for corporations, municipalities, Taft-Hartley clients, endowments, foundations, hospitals, and private clients. The firm also serves as a sub-adviser to separately managed accounts and bank collective funds. | Finance |
Yousif Capital Management LLC
Yousif Capital Management LLC Investment ManagersFinance Yousif Capital Management LLC (YCM) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Kevin K. Yousif in 2021. YCM offers their investment management services to institutional clients only. They manage those client assets inside of separately managed funds where the client alone owns the assets or in commingled funds when they sub-advice on collective funds. | Finance |
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