David Brian Miyazaki

David Brian Miyazaki

Investment Committee Member at Confluence Investment Management LLC

Finance
Energy Minerals
Consumer Services

Profile

Mr. David B.
Miyazaki, CFA, is a Portfolio Manager at Confluence Investment Management LLC.
He manages the specialty finance portfolios with an emphasis on business development companies.
He is also a member of the Asset Allocation Investment Committee.
In addition, he works with the firm’s balanced portfolios, with a particular focus on the fixed income investments.
He has over 30 years of financial experience, starting in the industry in 1991.
Prior to joining Confluence, Mr. Miyazaki served as a portfolio manager and analyst with Gallatin Asset Management, the investment management arm of A.G.
Edwards, Inc. He was responsible for separately managed accounts invested in individual stocks with a value discipline and co-managed the aforementioned FGB closed-end fund, then known as the First Trust/Gallatin Specialty Finance and Financial Opportunities Fund, as well as the A.G.
Edwards ETF-based asset allocation program.
In addition to portfolio management, he served as a member of the A.G.
Edwards Investment Strategy Committee.
As a strategist, he was responsible for the firm’s quantitative asset allocation models, including its Cyclical Asset Allocation Program.
Before joining A.G.
Edwards, he was a portfolio manager at Koch Industries, where he managed a short-term interest rate arbitrage portfolio.
Previously, he was a private placement debt analyst at Prudential Capital Group and worked as a mortgage bond trader for Barre & Company.
Mr. Miyazaki earned a Bachelor of Arts in business administration from Texas Christian University and is a CFA charter holder.

David Brian Miyazaki active positions

CompaniesPositionStart
Investment Committee Member 30/04/2008
All active positions of David Brian Miyazaki

Former positions of David Brian Miyazaki

CompaniesPositionEnd
Portfolio Manager-Equities 30/03/2008
Corporate Officer/Principal -
Corporate Officer/Principal -
Prudential Capital Group Corporate Officer/Principal -
A.G. Edwards Asset Management Portfolio Manager-Equities 21/11/2005
See the detail of David Brian Miyazaki's experience

Training of David Brian Miyazaki

Texas Christian University Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

21

1st degree connections

7

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies6

Energy Minerals

Finance

A.G. Edwards Asset Management

Finance

Finance

Prudential Capital Group

Finance

Finance

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