Glenn Maxey
Analyst-Equity at David Vaughan Investments LLC
Profile
Mr. Glenn J.
Maxey, CFA, is a Portfolio Manager at David Vaughan Investments LLC.
His primary responsibilities at DVI include portfolio management, equity research, mutual fund research, and participating as a member of the DVI Investment Committee.
He also co-leads the firm's quantitative research initiatives and serves as the secondary equity trader.
Mr. Maxey worked for several years in Investment Banking as a Mergers & Acquisitions Analyst for Evercore in Houston, Texas before joining DVI in July 2017.
Mr. Maxey earned his Bachelor’s Degree in Finance from SMU in 2015.
He is also a Chartered Financial Analyst.
Glenn Maxey active positions
| Companies | Position | Start |
|---|---|---|
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Analyst-Equity | 01/07/2017 |
Former positions of Glenn Maxey
| Companies | Position | End |
|---|---|---|
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Corporate Officer/Principal | 01/06/2017 |
Training of Glenn Maxey
| Southern Methodist University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 2 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Finance |
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