Dustin Brumbaugh, Cfa Email and Phone Number
Dustin Brumbaugh, Cfa work email
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Dustin Brumbaugh, Cfa personal email
Dustin Brumbaugh, Cfa is a Advisor | CEO/CIO at Tschetter Group at Tschetter Group. He possess expertise in investments, portfolio management, financial modeling, equities, investment management and 16 more skills.
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Advisor, Ceo/CioTschetter Group Oct 2017 - PresentBellevue, Washington, UsGiving people optimism about life and money.
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MentorSeattle Pacific University Jan 2008 - PresentSeattle, Wa, UsStudent mentor for School of Business & Economics -
Board MemberAgros International Jun 2005 - Dec 2021Seattle, Washington, UsVice Chairman—Jan 2011 to Dec 2011 Finance Committee Chair—Jan 2006 to Dec 2010Agros is a Seattle-based, non-profit organization that works with poor, landless farmers in Central America and Mexico. Agros extends loans to purchase farmland and partners with farmers in applying sustainable agricultural practices, all in the goal of enabling these families to create, develop, and eventually own their own sustainable village. -
Vice President, Financial AdvisorD.A. Davidson Companies Aug 2015 - Oct 2017Great Falls, Montana, Us -
Svp, Director Of ResearchD.A. Davidson Companies Aug 2012 - Aug 2015Great Falls, Montana, UsLed Private Client research team and effort. Also had the privilege to oversee the firm’s Student Investment Program for 20 colleges/universities throughout the western U.S.
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Svp, Director Of ResearchE.K. Riley Investments Apr 2011 - May 2012Seattle, Washington, UsLed and advanced all aspects of the firm’s equity research effort. Held primary responsibility for formulating and communicating the firm’s opinion on broad equity market and specific recommendations for client portfolios, managing the firm’s Equity Focus List, and successfully managing and developing the team and operation of the research effort. -
Vp, Equity Research AnalystRagen Mackenzie/Wells Fargo Investments May 2006 - Dec 2010San Francisco, California, UsPlayed key role in providing equity recommendations on $4-$5 billion in client assets through a rigorous fundamentals-based investment approach in a primarily value-contrarian style; personally responsible for client position sizes up to $100 million on individual recommendations. Firmly established role as a generalist, covering financial services, energy, utilities, information technology, and industrials. Ensured the quality and integrity of research product as supervisory analyst from 2008 through 2010. -
Research AssociateRagen Mackenzie/Wells Fargo Investments Feb 2001 - May 2006UsProvided analytical support for senior analysts, primarily in information technology and industrial sectors. Wrote prolifically and gained extensive experience building company financial models (Excel) and developed strong competency in financial databases (Bloomberg, FactSet). Created valuation tools/models that were leveraged broadly across the research department.
Dustin Brumbaugh, Cfa Skills
Dustin Brumbaugh, Cfa Education Details
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Cfa InstituteCfa -
University Of WashingtonFinance
Frequently Asked Questions about Dustin Brumbaugh, Cfa
What company does Dustin Brumbaugh, Cfa work for?
Dustin Brumbaugh, Cfa works for Tschetter Group
What is Dustin Brumbaugh, Cfa's role at the current company?
Dustin Brumbaugh, Cfa's current role is Advisor | CEO/CIO at Tschetter Group.
What is Dustin Brumbaugh, Cfa's email address?
Dustin Brumbaugh, Cfa's email address is du****@****mac.com
What schools did Dustin Brumbaugh, Cfa attend?
Dustin Brumbaugh, Cfa attended Cfa Institute, University Of Washington.
What skills is Dustin Brumbaugh, Cfa known for?
Dustin Brumbaugh, Cfa has skills like Investments, Portfolio Management, Financial Modeling, Equities, Investment Management, Leadership, Valuation, Finra, Equity Research, Series 63, Management, Securities.
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