David Wesley Poole
Portfolio Manager-Equities at Optimum Investment Advisors LLC
Profile
Mr. David W.
Poole is a Portfolio Manager at Optimum Investment Advisors LLC.
He joined the firm in 1999 and has over 40 years of industry experience.
Mr. Poole spent the majority of his career as an equity analyst and portfolio manager with Sears Investment Management Company.
After corporate restructuring at Sears, he established his own registered investment advisory firm, Appleton House Advisors, to serve a select group of individual high net-worth clients.
Mr. Poole received both his BA and MBA from Michigan State University.
David Wesley Poole active positions
| Companies | Position | Start |
|---|---|---|
Optimum Investment Advisors LLC
 Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Portfolio Manager-Equities | 31/12/1998 |
Former positions of David Wesley Poole
| Companies | Position | End |
|---|---|---|
Appleton House Advisors
 Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Corporate Officer/Principal | - |
| Sears Investment Management Co. | Analyst-Equity | 30/12/1998 |
Training of David Wesley Poole
| Michigan State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| Sears Investment Management Co. | Finance |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
Appleton House Advisors
Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Finance |
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