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Profile
Mr. David S.
Newcomb is a Director of Portfolio Design & Management at Sterling Investment Advisors Ltd. He is responsible for researching and reviewing all investments held within the firm's clients’ portfolios, including mutual fund managers, separate account managers, and individual securities.
He maintains the portfolio accounting system, whereby the firm track holdings and performance on all of the clients’ assets.
He and Mr. Croley share trading and operations duties at Sterling and frequently meet with the clientele.
In his over 21 year career working in the investment world, Mr. Newcomb has held operational, trading, and client advisory roles for multiple companies including Smith Barney, American Financial Group, Brandywine Asset Management, and of course, Sterling Investment Advisors.
He holds the Certified Portfolio Manager designation from the Academy of Certified Portfolio Managers in conjunction with Columbia University.
Dave Newcomb active positions
| Companies | Position | Start |
|---|---|---|
Sterling Investment Advisors Ltd.
 Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Trading-Equity | 01/05/2006 |
Former positions of Dave Newcomb
| Companies | Position | End |
|---|---|---|
Brandywine Global Investment Management LLC
 Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global strives to provide investors with competitive risk-adjusted long-term performance relative to the relevant index. The firm offers an array of equity, fixed income, and balanced portfolios that invest in US, international, and global markets. Accounts are primarily constructed based on bottom-up stock selection although several of their portfolios, specifically global portfolios, include top-down/macro considerations. | Corporate Officer/Principal | - |
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
4
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global strives to provide investors with competitive risk-adjusted long-term performance relative to the relevant index. The firm offers an array of equity, fixed income, and balanced portfolios that invest in US, international, and global markets. Accounts are primarily constructed based on bottom-up stock selection although several of their portfolios, specifically global portfolios, include top-down/macro considerations. | Finance |
Sterling Investment Advisors Ltd.
Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Finance |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
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