David W. Passey
Analyst-Equity at Clifford Capital Partners LLC
Profile
Mr. David W.
Passey, CFA, is a Principal & Investment Analyst at Clifford Capital Partners LLC.
He assists the portfolio manager in the areas of portfolio review, new investment idea generation and valuation model creation.
Prior to that he volunteered for two years in Brazil with an international non-governmental organization working with people in remote rural areas in Central Brazil.
He graduated summa cum laude from Utah State University in 2010 with a B.S.
in Finance and Economics and minors in International Business and International Studies.
He holds the Chartered Financial Analyst designation.
David W. Passey active positions
| Companies | Position | Start |
|---|---|---|
Clifford Capital Partners LLC
 Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies. | Analyst-Equity | 2010-03-31 |
Training of David W. Passey
| Utah State University | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Clifford Capital Partners LLC
Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies. | Finance |
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