Profile
Mr. Dave B.
Bhaduri, CFA, is Portfolio Management Associate at Rochdale Investment Management LLC.
Prior to joining Rochdale Investment in 2012, he began his career at Merrill Lynch and was most recently with JPMorgan Chase.
Mr. Bhaduri earned his Master of Science in Financial Engineering from Temple University and his Bachelor of Arts in Economics from Johns Hopkins University.
He holds the Chartered Financial Analyst designation and is a Certified Financial Planner professional.
Former positions of Dave B. Bhaduri
| Companies | Position | End |
|---|---|---|
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Corporate Officer/Principal | 30/04/2011 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Portfolio Manager-Equities | - |
Training of Dave B. Bhaduri
| Temple University (Pennsylvania) | Graduate Degree |
| The Johns Hopkins University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| Private companies | 3 |
|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
| Merrill Lynch & Co., Inc. | Finance |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Finance |
- Stock Market
- Insiders
- Dave B. Bhaduri
