Profile
Mr. David P.
Korzendorfer, CFA MBA, is a Portfolio Manager at Bradley, Foster & Sargent, Inc. He is also a member of the investment committee.
Mr. Korzendorfer joined the firm after many years with Bank of America and its predecessor banks (Fleet Bank and Bank of New England).
Most recently, he was a managing director at Bank of America, with responsibility for a team of investment professionals.
Additionally, he has worked as an investment professional at Curbstone Investment Management and First Security Investment Management.
He is a former board member and past president of the Hartford CFA Society.
He received his BS in Geology degree from State University of New York College at New Paltz, a graduate degree from Washington State University and an MBA from the University of Utah.
He has achieved the designation of Chartered Financial Analyst.
David Paul Korzendorfer active positions
| Companies | Position | Start |
|---|---|---|
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Investment Committee Member | 01/04/2007 |
Former positions of David Paul Korzendorfer
| Companies | Position | End |
|---|---|---|
Bank of New England
Bank of New England Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Fleet Bank (Doylestown, Pennsylvania)
Fleet Bank (Doylestown, Pennsylvania) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Training of David Paul Korzendorfer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Finance |
University of Utah
University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State University of New York College at New Paltz
State University of New York College at New Paltz Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington State University
Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of New England
Bank of New England Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Fleet Bank (Doylestown, Pennsylvania)
Fleet Bank (Doylestown, Pennsylvania) Regional BanksFinance State chartered commercial bank | Finance |
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