Joe Hoefer
Portfolio Manager-Equities at Dividend Assets Capital LLC
Profile
Mr. Joe Hoefer, CFA MBA, is a Portfolio Manager at Dividend Assets Capital LLC.
He has over 30 years of experience in the financial services industry.
Prior to joining DAC, Mr. Hoefer was a Managing Director at Barings, the institutional asset management subsidiary of MassMutual Insurance Company, where he created a market, macroeconomic and geopolitical research function that evolved into the Barings Investment Institute.
Additionally, he held leadership roles on the Strategic Relationship Management and Global Business Development teams.
Mr. Hoefer also served as a Senior Investment Strategist at Evergreen Investments and worked on the Corporate and Investment Banking platform of Wachovia Capital Markets in Fixed Income Research and Risk Management.
He holds an M.B.A.
in Finance/International Business from Syracuse University and a B.S.
in Accounting from St. John Fisher College.
He is a member of the CFA Institute and CMT Association.
Joe Hoefer active positions
Companies | Position | Start |
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Dividend Assets Capital LLC
Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Portfolio Manager-Equities | 31/12/2022 |
Training of Joe Hoefer
Syracuse University | Masters Business Admin |
St. John Fisher College | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Private companies | 1 |
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Dividend Assets Capital LLC
Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Finance |
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