Dave Gilbert
Portfolio Manager-Equities at Sheets Smith Wealth Management
Dave Gilbert active positions
| Companies | Position | Start | End |
|---|---|---|---|
Sheets Smith Wealth Management
 Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Portfolio Manager-Equities | 01/01/1994 | - |
Career history of Dave Gilbert
Former positions of Dave Gilbert
| Companies | Position | Start | End |
|---|---|---|---|
Salem Investment Counselors, Inc.
 Salem Investment Counselors, Inc. Investment ManagersFinance Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US. | Founder | 31/01/1994 | 31/01/1994 |
| President | - | 31/01/1994 | |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - | - |
Training of Dave Gilbert
| The University of North Carolina at Greensboro | Graduate Degree |
| The University of Arkansas | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 1 |
| Founder | 1 |
| President | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Finance |
Salem Investment Counselors, Inc.
Salem Investment Counselors, Inc. Investment ManagersFinance Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
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