David Umstead Email & Phone Number
Managing Principal and Founder @ Cape Ann Capital
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David Umstead Location
- Massachusetts, United States
David Umstead Work
- Managing Principal and Founder @ (April 1999 - Present)
- Senior VP @ Independence International Associates, Inc. (October 1996 - January 1999)
- Senior Vice President @ Independence International Associates (January 1996 - January 1999)
- Co-Founder and Managing Director @ Boston International Advisors, Inc. (June 1986 - October 1996)
- VP and Chief Research Officer @ State Street Global Advisors (June 1984 - June 1986)
- VP and Director of Quantative Research @ Putnam Management Company, Inc. (January 1978 - June 1984)
- Assistant Professor of Finance @ The Wharton School of Finance (September 1975 - June 1978)
David Umstead Education
- UNC Kenan-Flagler Business School
Ph.D. (Finance)
1972-1975 - Questrom School of Business, Boston University
MBA (Finance)
1969-1972 - Massachusetts Institute of Technology
MS (Mechanical Engineering)
1964-1966 - University of Vermont
BS (Mechanical Engineering)
1960-1964
David Umstead Skills
- Returns-based style analysis
- Asset Allocation
- Portfolio Management
- Investments
- Mutual Funds
- Portfolio Optimization
- Asset Management
- Returns Based Style
- Returns Based Style Analysis
David Umstead Summary
- David Umstead, based in Massachusetts, United States, is currently a Managing Principal and Founder at Cape Ann Capital. David Umstead brings experience from previous roles at Independence International Associates, Inc., Independence International Associates, Boston International Advisors, Inc. and State Street Global Advisors. David Umstead holds a 1972 - 1975 Ph.D. in Finance @ UNC Kenan-Flagler Business School. With a robust skill set that includes Returns-based style analysis, Asset Allocation, Portfolio Management, Investments, Mutual Funds and more. David Umstead has 2 emails and 2 mobile phone numbers on RocketReach.
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