Joe Hoefer
Portfolio Manager-Equities at Dividend Assets Capital LLC
Joe Hoefer active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of Joe Hoefer
Training of Joe Hoefer
Syracuse University | Masters Business Admin |
St. John Fisher College | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
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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