David Dodson
Executive Director - Investments, Portfolio Manager, OMEGA Portfolio Management @ Oppenheimer & Co.
Austin, United States
David Dodson is a startup investor at Oppenheimer & Co. in Austin. David Dodson is the Executive Director of Investments, Portfolio Manager, and OMEGA Portfolio Management at Oppenheimer & Co.. Mr. David Dodson created and was responsible for SPWM's proprietary research process. Mr. Dodson also led the investment committees of Salem Partners Wealth Management and SW Contego Fund, LLC, a fund of hedgefunds established by Salem Partners Wealth Management in 2008. Mr. Dodson joined Salem after serving as Vice President and Portfolio Manager for Essential Advisers, Inc., a wealth management firm in Denver serving ultra affluent investors. While at Essential, Mr. Dodson was responsible for the design, implementation and management of Essential's client portfolios, deploying a wealth of investment and analytical skills for the benefit of clients. Additionally, Mr. Dodson designed and managed Essential's disciplined Large Cap Growth stock portfolio and played an integral role in serving clients. Before joining Essential Advisers, David was Director of Investment Planning for a billion dollar investment management firm in Overland Park, Kansas. Mr. Dodson holds a Masters of Science in Finance degree from the University of Denver and a Bachelor of Science in Business Administration from the University of Kansas, is a Chartered Financial Analyst Charterholder, a Certified Financial Planner® Certificant and a member of the Denver Society of Securities Analysts.
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About Oppenheimer & Co.
Oppenheimer & Co. is a financial services company that provides investment banking, securities brokerage, and wealth management services for clients, including high-net-worth individuals, businesses, and institutions. The company was formerly a subsidiary of CIBC World Markets prior to its acquisition by Fahnestock Viner Holdings.
Oppenheimer & Co. Contacts
| Name | Phone | Socials | |
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Boaz Rahav
Managing Director, Head of Private Shares Group
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David Dodson
Executive Director - Investments, Portfolio Manager, OMEGA Portfolio Management
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Douglas Siegel
Managing Director and Chief Compliance Officer
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Jeff Alfano
Executive Vice President & Chief Financial Officer
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