David S. Warhoftig

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Consumer Services

Profile

David S.
Warhoftig worked as the Director & Head of Trading Operations at Avalon Advisors LLC from 2018 to 2022.
He received his undergraduate degree from Clarkson University in 1992.

Former positions of David S. Warhoftig

Companies	Position	End
Avalon Advisors LLC Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns.	Trading-Equity	01/02/2022

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Private companies	2
Avalon Advisors LLC Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns.	Finance
Clarkson University Clarkson University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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