Dave Neilson Summers
Profile
Along with working with YieldQuest, Mr. Summers shares his expertise in fixed-income products and closed-end mutual funds, among other topics, at numerous conferences and seminars across the country.
His audiences have included many AAII chapters, the Georgia Society of CPAs, and a variety of institutional money managers, including many of the Worth 100 top money managers.
A CFA charterholder, Mr. Summers earned a B.S.
in Economics and an M.B.A., both from Georgia State University.
He enjoys spending time and traveling with his wife, Audrey, and their daughters Camille and Charlotte.
Former positions of Dave Neilson Summers
Companies | Position | End |
---|---|---|
YieldQuest Advisors LLC
YieldQuest Advisors LLC Investment ManagersFinance Founded in 1998, YieldQuest Advisors LLC is a registered investment advisor located in Atlanta, Georgia. The firm specializes in providing separate account management services to registered investment advisors, asset managers and financial planners nationwide | Trading-Equity | 2010-08-18 |
Training of Dave Neilson Summers
Georgia State University | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 1 |
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YieldQuest Advisors LLC
YieldQuest Advisors LLC Investment ManagersFinance Founded in 1998, YieldQuest Advisors LLC is a registered investment advisor located in Atlanta, Georgia. The firm specializes in providing separate account management services to registered investment advisors, asset managers and financial planners nationwide | Finance |
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