David Neal Crossman
Portfolio Manager-Equities at Bedel Financial Consulting, Inc.
Profile
David Neal Crossman is currently a Senior Portfolio Manager at Bedel Financial Consulting, Inc. He previously worked as a Senior Research Analyst at Kirr, Marbach & Co. LLC, Reams Asset Management Co. LLC, and as a Principal at J.
C.
Bradford & Co., Inc. and FMR LLC.
Crossman received his undergraduate degree from Duke University in 1990 and his MBA from Vanderbilt University in 1997.
David Neal Crossman active positions
Companies | Position | Start |
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Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial Consulting, Inc. (Bedel Financial) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Elaine Kops-Bedel in 1989. Bedel Financial provides customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans. | Portfolio Manager-Equities | 2012-05-31 |
Former positions of David Neal Crossman
Companies | Position | End |
---|---|---|
Reams Asset Management Co. LLC
Reams Asset Management Co. LLC Investment ManagersFinance Founded in 1981, Reams Asset Management Co. LLC is a registered investment advisor located in Columbus, Indiana. The firm is a division of Scout Investments LLC, which acquired the firm in 2010. They manage investments in U.S. fixed-income assets for institutional clients including Fortune 500 corporations, large public pension funds, Taft-Hartley plans, healthcare organizations, universities, foundations and endowments. | Analyst-Fixed Income | 2005-12-30 |
J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 1996-12-30 |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 1995-12-30 |
Kirr, Marbach & Co. LLC
Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Analyst-Equity | - |
Training of David Neal Crossman
Duke University | Undergraduate Degree |
Vanderbilt University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Kirr, Marbach & Co. LLC
Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Finance |
Reams Asset Management Co. LLC
Reams Asset Management Co. LLC Investment ManagersFinance Founded in 1981, Reams Asset Management Co. LLC is a registered investment advisor located in Columbus, Indiana. The firm is a division of Scout Investments LLC, which acquired the firm in 2010. They manage investments in U.S. fixed-income assets for institutional clients including Fortune 500 corporations, large public pension funds, Taft-Hartley plans, healthcare organizations, universities, foundations and endowments. | Finance |
J. C. Bradford & Co., Inc. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial Consulting, Inc. (Bedel Financial) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Elaine Kops-Bedel in 1989. Bedel Financial provides customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans. | Finance |
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