Dave Ogburn

Finance

Consumer Services

Government

Profile

Mr. Ogburn brings over 11 years of capital markets and investment experience to the Golub Group, having previously worked in an institutional equity research sales capacity at firms such as Credit Suisse First Boston, Donaldson Lufkin Jenrette, and First Albany Capital (now Broadpoint Securities Group), where his clients included some of the largest institutional investors in the United States.
He also served for six years as an officer in the United States Navy, earning the rank of Lieutenant, Surface Warfare Officer, and serving in Operation Desert Shield in 1990.
Mr. Ogburn holds a Master of Business Administration from the Wharton School of Business, University of Pennsylvania and a Bachelor of Science degree in Foreign Service from Georgetown University.
He lives in Alamo, CA along with his wife and their three children.

Former positions of Dave Ogburn

Companies	Position	End
US Department of the Navy (District of Columbia)	Corporate Officer/Principal	-
Donaldson, Lufkin & Jenrette Securities Corp.	Corporate Officer/Principal	-
Credit Suisse First Boston Corp.	Corporate Officer/Principal	-
Broadpoint.Gleacher Securities Broadpoint.Gleacher Securities Investment Banks/BrokersFinance Broadpoint.Gleacher Securities, formerly Broadpoint Capital, Inc. is an independent, institutional investment banking, sales and trading boutique headquartered in New York City. They were also previously known as First Albany Capital, Inc. The firm is a subsidiary of Broadpoint Securities Group, Inc. (Nasdaq: BPSG), formerly known as First Albany Cos., Inc. They have additional offices in Boston, Chicago, Denver, San Francisco, Bonita Springs, Florida, Glen Allen, Virginia, Roseland, New Jersey and St. Louis, Missouri. Broadpoint.Gleacher follows a range of fixed-income securities and provides proprietary views and analysis on credit fundamentals and trading dynamics. They focus on investment grade, high yield and convertible securities in the following sectors: consumer, building materials, financials, gaming / leisure, healthcare, homebuilding, industrials, mining, packaging, paper/forest products, power/energy, technology/media/telecommunications and transportation.	Corporate Officer/Principal	-
Summitry LLC Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions.	Investment Committee Member	08/12/2010

See the detail of Dave Ogburn's experience

Training of Dave Ogburn

University of Pennsylvania	Masters Business Admin
Georgetown University	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies