Profile
Mr. Dave E.
Hoener, CFA, is Chief Investment Officer & Managing Director at Shamrock Asset Management LLC.
Mr. Hoener was previously employed as a Portfolio Manager at Smith Asset Management Group LP.
Prior to joining Smith Group, he served as president and senior portfolio manager at Belmont since 1994.
He previously was senior vice president and senior portfolio manager at Wertheim Schroder Investment Services.
Mr. Hoener was affiliated with Interfirst (now Bank of America) Investment Management, Inc., in Dallas for more than 14 years, serving as president before he joined Wertheim in 1988.
Mr. Hoener attended MacMurray College and earned a Bachelor of Science degree in business administration from Washington University in St. Louis in 1963.
He is a member of the CFA Society of Dallas-Ft.
Worth and the Dallas Securities Dealers Association.
Former positions of Dave E. Hoener
| Companies | Position | End |
|---|---|---|
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Portfolio Manager-Equities | 2008-12-30 |
Belmont Asset Management, Inc.
 Belmont Asset Management, Inc. Investment ManagersFinance Founded in 1986, Belmont Asset Management, Inc. is a hedge fund manager located in Dallas, Texas. Their clients include corporations, foundations, charitable trusts and individuals. | President | 2005-12-30 |
| Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | 1993-12-30 |
Shamrock Asset Management LLC
 Shamrock Asset Management LLC Investment ManagersFinance Founded in 1997, Shamrock Asset Management LLC is a registered investment advisor located in Dallas, Texas. | Chief Investment Officer | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Training of Dave E. Hoener
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 4 |
|---|---|
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
Belmont Asset Management, Inc.
Belmont Asset Management, Inc. Investment ManagersFinance Founded in 1986, Belmont Asset Management, Inc. is a hedge fund manager located in Dallas, Texas. Their clients include corporations, foundations, charitable trusts and individuals. | Finance |
| Wertheim Schroder & Co., Inc. | Finance |
Shamrock Asset Management LLC
Shamrock Asset Management LLC Investment ManagersFinance Founded in 1997, Shamrock Asset Management LLC is a registered investment advisor located in Dallas, Texas. | Finance |
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