Dave Ashby

Portfolio Manager-Equities at Stockman Wealth Management, Inc.

Finance

Consumer Services

Profile

Mr. David W.
Ashby, CFA, is a Managing Director at Stockman Wealth Management, Inc. He joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management.
Mr. Ashby was previously employed as Regional Investment Manager by Wells Fargo Bank Montana, NA.
Mr. Ashby earned his Bachelor of Business Administration in Finance from Gonzaga University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Spokane.

Dave Ashby active positions

Companies	Position	Start
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.	Portfolio Manager-Equities	31/10/2016

All active positions of Dave Ashby

Former positions of Dave Ashby

Companies	Position	End
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services	Corporate Officer/Principal	-

See the detail of Dave Ashby's experience

Training of Dave Ashby

Gonzaga University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dave Ashby's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services	Finance
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.	Finance