David Warner
Profile
Mr. David Warner was an associate analyst assisting with research in the education/knowledge services and resource management sectors.
He is assisting with research in the education/knowledge services and resource management sectors.
Prior to joining First Analysis in 2011, Mr. Warner worked as an account administrator for Envestnet Asset Management, which provides investment and technology solutions for financial advisers.
Mr. Warner graduated with honors from Indiana University’s Kelley School of Business with bachelor’s degrees in finance as well as business economics and public policy.
Former positions of David Warner
| Companies | Position | End |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Corporate Officer/Principal | - |
First Analysis Securities Corp.
 First Analysis Securities Corp. Investment Banks/BrokersFinance First Analysis Securities Corp. (FAS) is a research-driven investment organization headquartered in Chicago, Illinois and was founded in 1981. The firm is a subsidiary of First Analysis Corp. FAS serves emerging growth companies with private equity/venture capital investments, corporations with corporate finance and merger and acquisition services, and financial institutions with the public equity research and private equity limited partnerships. | Analyst-Equity | - |
First Analysis Corp.
 First Analysis Corp. Investment ManagersFinance First Analysis Corp (First Analysis) is a venture capital firm founded in 1981 by Francis Oliver Nicklin. The firm is headquartered in Chicago, Illinois. | Private Equity Analyst | - |
Training of David Warner
| Indiana University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
First Analysis Corp.
First Analysis Corp. Investment ManagersFinance First Analysis Corp (First Analysis) is a venture capital firm founded in 1981 by Francis Oliver Nicklin. The firm is headquartered in Chicago, Illinois. | Finance |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
First Analysis Securities Corp.
First Analysis Securities Corp. Investment Banks/BrokersFinance First Analysis Securities Corp. (FAS) is a research-driven investment organization headquartered in Chicago, Illinois and was founded in 1981. The firm is a subsidiary of First Analysis Corp. FAS serves emerging growth companies with private equity/venture capital investments, corporations with corporate finance and merger and acquisition services, and financial institutions with the public equity research and private equity limited partnerships. | Finance |
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