Profile
Mr. David R.
Fleer, CFA, is a Portfolio Manager & Co-Founder at Bristlecone Value Partners LLC.
Prior to founding Bristlecone in 2004, he was a Senior Vice President and US equities portfolio manager/analyst at Oppenheimer Investment Advisers.
He received his undergraduate degree from Amherst College and a graduate degree from Williams College.
David Rex Fleer active positions
Companies | Position | Start |
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Bristlecone Value Partners LLC
Bristlecone Value Partners LLC Investment ManagersFinance Bristlecone Value Partners LLC (Bristlecone) is an independent wealth manager headquartered in Los Angeles, California. The firm was founded by David Fleer and Jean-Luc Nouzille in 2004. Bristlecone manages assets for private investors and families. | Founder | 2003-12-31 |
Former positions of David Rex Fleer
Companies | Position | End |
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Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Analyst-Equity | 2003-12-30 |
Training of David Rex Fleer
Amherst College | Undergraduate Degree |
Williams College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Bristlecone Value Partners LLC
Bristlecone Value Partners LLC Investment ManagersFinance Bristlecone Value Partners LLC (Bristlecone) is an independent wealth manager headquartered in Los Angeles, California. The firm was founded by David Fleer and Jean-Luc Nouzille in 2004. Bristlecone manages assets for private investors and families. | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Finance |
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