Profile
Mr. David R.
Hines, CFA MBA, is a Managing Director, Deputy Chief Investment Officer & Portfolio Manager at H.
M.
Payson & Co. and a Treasurer & Director at The Cumberland Club.
He is on the Board of Directors at Mitchell Institute and The Cumberland Club.
He has over 22 years of experience.
He joined the firm in 2003.
Mr. Hines was employed as a Principal by Loring, Wolcott & Coolidge Fiduciary Advisors LLP and a Principal by Standish Mellon Asset Management Co. LLC.
He also served on the board at Pine Tree Society for Handicapped Children & Adults, Inc.
He received his BS degree from The Pennsylvania State University and an MBA from Babson College.
David Reed Hines active positions
| Companies | Position | Start |
|---|---|---|
H. M. Payson & Co.
H. M. Payson & Co. Investment ManagersFinance HM Payson provides active management of equity and fixed income portfolios. The firm constructs diversified portfolios with individual common stocks including foreign companies trading as ADRs, mutual and ETFs, individual bonds and other fixed income securities and money market funds. | Director of Research - Equity | 2003-08-31 |
Mitchell Institute
Mitchell Institute Other Consumer ServicesConsumer Services Operates graduation colleges | Director/Board Member | - |
The Cumberland Club
The Cumberland Club RestaurantsConsumer Services Operates restaurants | Director/Board Member | - |
Former positions of David Reed Hines
| Companies | Position | End |
|---|---|---|
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance LWC is long-term investor with a strong bias toward publicly traded equities; however, an attempt is made to tailor portfolios to individual situations and client needs, so other types of investments are considered. The firm focuses on high quality growth stocks with the objective of buying and holding these investments over long periods of time. They believe that having low turnover is a more efficient way to produce after-tax returns for taxable accounts. | Corporate Officer/Principal | 2002-12-29 |
Pine Tree Society for Handicapped Children & Adults, Inc.
Pine Tree Society for Handicapped Children & Adults, Inc. Medical/Nursing ServicesHealth Services Provides growth and development for people with disabilities | Director/Board Member | - |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Corporate Officer/Principal | - |
Training of David Reed Hines
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Finance |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance LWC is long-term investor with a strong bias toward publicly traded equities; however, an attempt is made to tailor portfolios to individual situations and client needs, so other types of investments are considered. The firm focuses on high quality growth stocks with the objective of buying and holding these investments over long periods of time. They believe that having low turnover is a more efficient way to produce after-tax returns for taxable accounts. | Finance |
H. M. Payson & Co.
H. M. Payson & Co. Investment ManagersFinance HM Payson provides active management of equity and fixed income portfolios. The firm constructs diversified portfolios with individual common stocks including foreign companies trading as ADRs, mutual and ETFs, individual bonds and other fixed income securities and money market funds. | Finance |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mitchell Institute
Mitchell Institute Other Consumer ServicesConsumer Services Operates graduation colleges | Consumer Services |
Pine Tree Society for Handicapped Children & Adults, Inc.
Pine Tree Society for Handicapped Children & Adults, Inc. Medical/Nursing ServicesHealth Services Provides growth and development for people with disabilities | Health Services |
The Cumberland Club
The Cumberland Club RestaurantsConsumer Services Operates restaurants | Consumer Services |
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