Career history of David Patrick Beatson
Former positions of David Patrick Beatson
| Companies | Position | Start | End |
|---|---|---|---|
Botree Westmount Partners LLC
 Botree Westmount Partners LLC Investment ManagersFinance Founded in 1987 by Thomas Grzymala, Alexandria Financial Associates is a registered investment advisory and wealth management firm located in Alexandria, Virginia | Investment Committee Member | 2002-01-31 | 2011-12-30 |
| Portfolio Manager-Equities | 2002-01-31 | 2011-12-30 | |
| Portfolio Manager-Fixed Income | 2002-01-31 | 2011-12-30 | |
Cash Reserve Fund, Inc.
 Cash Reserve Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Cash Reserve Fund, Inc. operates as an open-end investment fund trust. The fund offers prime, treasury and tax-free series. The fund was established in 1990 and is headquartered in New York, NY. | Corporate Officer/Principal | 2001-12-30 | 2001-12-30 |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Corporate Officer/Principal | 1994-12-30 | 1994-12-30 |
| American Management Systems, Inc. | Corporate Officer/Principal | 1989-12-30 | 1989-12-30 |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Corporate Officer/Principal | - | - |
Alexandria Capital LLC
 Alexandria Capital LLC Investment ManagersFinance Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards. | Investment Committee Member | 2011-12-31 | - |
| Portfolio Manager-Equities | 2011-12-31 | - |
Training of David Patrick Beatson
| University of Maryland | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 4 |
| Investment Committee Member | 2 |
| Portfolio Manager-Equities | 2 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
Botree Westmount Partners LLC
Botree Westmount Partners LLC Investment ManagersFinance Founded in 1987 by Thomas Grzymala, Alexandria Financial Associates is a registered investment advisory and wealth management firm located in Alexandria, Virginia | Finance |
| American Management Systems, Inc. | Technology Services |
National Association of Securities Dealers, Inc.
National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Finance |
Cash Reserve Fund, Inc.
Cash Reserve Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Cash Reserve Fund, Inc. operates as an open-end investment fund trust. The fund offers prime, treasury and tax-free series. The fund was established in 1990 and is headquartered in New York, NY. | Miscellaneous |
Alexandria Capital LLC
Alexandria Capital LLC Investment ManagersFinance Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards. | Finance |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Finance |
