Career history of Dave Jellison
Former positions of Dave Jellison
| Companies | Position | Start | End |
|---|---|---|---|
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Portfolio Manager-Equities | 1991-12-31 | 2005-12-30 |
Kohala Capital Partners LLC
 Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Analyst-Equity | 2012-12-31 | - |
| Compliance Officer | 2012-12-31 | - | |
| Portfolio Manager-Equities | 2012-12-31 | - |
Training of Dave Jellison
| University of Michigan | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Finance |
Kohala Capital Partners LLC
Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Finance |
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