David Beard Email & Phone Number
President and CEO
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David Beard Location
- Sag Harbor, NY, US
David Beard Work
- President and CEO @ Bill Miller & Associates, Inc. (September 2019 - Present)
- President @ Baypoint Property Owner's Association (January 2009 - Present)
- Coker Palmer Institutional @ Coker and Palmer Investment Securities, Inc. (June 2015 - December 2022)
- Managing Director - Energy Equity Research @ (November 2010 - May 2015)
- Founder and CIO @ Winterport Capital (January 2009 - December 2010)
- Managing Director and Portfolio Manager @ Morgens, Waterfall, Vintiadis & Co., Inc. (January 1998 - December 2008)
- Analyst and Portfolio Manager @ Trainor Wortham (March 1996 - December 1997)
- Research Analyst - Homebuilding @ (March 1994 - March 1996)
David Beard Education
- Columbia Business School
MBA (Double Major in Accounting and Finance)
1990-1992 - Bowdoin College
BA in Economics & Political Theory (Economics)
1984-1988 - Hampden Academy
High School (1984)
1980-1984
David Beard Skills
- Hedge Funds
- Equities
- Mutual Funds
- Valuation
- Economics
- Capital Markets
- Investments
- Portfolio Management
- Trading
- Credit Analysis
- Financial Modeling
- Equity Research
- Investment Strategies
- Asset Allocation
David Beard Summary
- David Beard, based in Sag Harbor, NY, US, is currently a President and CEO at Bill Miller & Associates, Inc.. David Beard brings experience from previous roles at Baypoint Property Owner's Association, Coker and Palmer Investment Securities, Inc., Iberia Capital Partners, A Division of IBERIABANK and Winterport Capital. David Beard holds a 1990 - 1992 MBA in Double Major in Accounting and Finance @ Columbia Business School. With a robust skill set that includes Hedge Funds, Equities, Mutual Funds, Valuation, Economics and more. David Beard has 1 emails and 4 mobile phone numbers on RocketReach.
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