David Alfred Baratta
Chief Investment Officer at Waypoint Capital Advisors LLC
David Alfred Baratta active positions
Companies | Position | Start | End |
---|---|---|---|
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Chief Investment Officer | 31/01/2005 | - |
Compliance Officer | 31/01/2005 | - | |
Portfolio Manager-Equities | 31/01/2005 | - |
Career history of David Alfred Baratta
Former positions of David Alfred Baratta
Companies | Position | Start | End |
---|---|---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Portfolio Manager-Equities | 31/12/1998 | 30/12/2006 |
Corporate Officer/Principal | 31/12/1998 | 30/12/2006 | |
Morgan Grenfell, Inc. | Corporate Officer/Principal | 31/05/1999 | 31/05/1999 |
Training of David Alfred Baratta
Fordham University | Masters Business Admin |
University of Southern Maine | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Finance |
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Finance |
Morgan Grenfell, Inc. |
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