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David John Fernandez
Chief Executive Officer at Wealth Engineering LLC (Arizona)
David John Fernandez active positions
Companies | Position | Start | End |
---|---|---|---|
Wealth Engineering LLC (Arizona)
![]() Wealth Engineering LLC (Arizona) Investment ManagersFinance Wealth Engineering LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona with an additional office in Glendale. The firm was founded by David “Dave” Fernandez in 2003. Wealth Engineering provides investment advice to individuals, families, pension and profit-sharing plans, trusts, estates, corporations or business entities. | Chief Executive Officer | 01/01/2003 | - |
Chief Investment Officer | 01/01/2003 | - | |
Compliance Officer | 01/01/2003 | - | |
Founder | 01/01/2003 | - | |
Portfolio Manager-Equities | 01/01/2003 | - | |
Head of Private Banking | 01/01/2003 | - |
Career history of David John Fernandez
Former positions of David John Fernandez
Companies | Position | Start | End |
---|---|---|---|
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | 30/12/2002 | 30/12/2002 |
Training of David John Fernandez
Arizona State University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Finance |
Wealth Engineering LLC (Arizona)
![]() Wealth Engineering LLC (Arizona) Investment ManagersFinance Wealth Engineering LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona with an additional office in Glendale. The firm was founded by David “Dave” Fernandez in 2003. Wealth Engineering provides investment advice to individuals, families, pension and profit-sharing plans, trusts, estates, corporations or business entities. | Finance |
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