David E. Norris

Finance

Profile

Mr. Norris worked initially in bank trust departments in Connecticut and then moved to NYC where he was employed by a private bank as an analyst and mutual fund manager.
He has worked for various large organizations such as Bankers Trust and Connecticut Bank and Trust Company and he and his wife moved to Florida in 1992 where he has managed portfolios for high net worth clients of Chase Manhattan and U.S.
Trust Company.
He is a director of the Elmina B.
Sewall Foundation of Kennebunk, Maine and has served on the board of directors of the Boca Raton General Employees Pension Fund and as Treasurer of the Financial Analysts Society of South Florida.
He is also a member of the CFA Institute.
He graduated from Trinity College, Hartford, CT and holds the designation of Chartered Financial Analyst.

Former positions of David E. Norris

Companies	Position	End
Oaktree Asset Management LLC Oaktree Asset Management LLC Investment ManagersFinance Oaktree Asset Management, Inc. (OAM) provides customized investment management services to individuals, corporate and fiduciary accounts. The firm is registered with the SEC. OAM is based in Boca Raton, Florida with an office in New York City.	Portfolio Manager-Equities	30/12/2008
The Chase Manhattan Bank NA The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY.	Corporate Officer/Principal	-
Connecticut Bank & Trust Co. Connecticut Bank & Trust Co. Regional BanksFinance The Connecticut Bank & Trust Co. is a full service commercial bank, which provides banking products and services. The company offers a comprehensive set of loans, deposit services and investment management products for commercial and retail customers, and cash management products for commercial customers. The company also provides online banking, debit cards, merchant credit card processing, direct deposit of payroll and social security checks and sweep accounts. The Connecticut Bank & Trust through contractual arrangements with third-party providers, offers products and services, including trust and fiduciary services, investment management and stock brokerage services, insurance products, including commercial and personal lines of insurance, and payroll processing. The company was founded on March 12, 2004 and is headquartered in Hartford, CT.	Corporate Officer/Principal	-
Deutsche Bank Investment Management, Inc. Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management, Inc. is an investment advisor headquartered in New York City. The firm is a subsidiary of Deutsche Bank AG (NYSE: DB).	Corporate Officer/Principal	-
United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	Portfolio Manager-Equities	-

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