Dave Ashby

Portfolio Manager-Equities at

Stockman Wealth Management, Inc.

Finance

Consumer Services

Profile

Mr. David W.
Ashby, CFA, is a Managing Director at Stockman Wealth Management, Inc. He joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management.
Mr. Ashby was previously employed as Regional Investment Manager by Wells Fargo Bank Montana, NA. Mr. Ashby earned his Bachelor of Business Administration in Finance from Gonzaga University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Spokane.

Dave Ashby active positions

Companies	Position	Start
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective.	Portfolio Manager-Equities	01/11/2016

All active positions of Dave Ashby

Former positions of Dave Ashby

Companies	Position	End
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-

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Training of Dave Ashby

Experiences
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Linked companies

Private companies	3
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective.	Finance
Gonzaga University Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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