David E. Beard

President & CEO

About

Please contact me at David@BillMillerInc.com 631-725-1571. NOTE: ANY testimonials appearing on this social media site may NOT be representative of the experience of other clients. ANY testimonial is NO guarantee of future success or performance

Country

United States

City

Sag Harbor

Industry

Consumer Services

Skill

Hedge Funds, Equities, Mutual Funds, Valuation, Economics, Capital Markets, Investments, Portfolio Management, Trading, Credit Analysis, Financial Modeling, Equity Research, Investment Strategies, Asset Allocation

Experience

President & CEO

Bill Miller & Associates, Inc.

2019-9 - Present · 7 yrs 1 mo

50 Station Road #4, Water Mill, NY 11976

Bill Miller & Associates (BMA) is a leading East End arborist company. We provide custom tree, shrub & hedge care. Founded in 1986, BMA focuses on cultivating long-term relationships between clients and their woody plants. Please contact us at BMA@BillMillerInc.com. 631-725-1571 David@BillMillerInc.com

President

Baypoint Property Owner's Association

2009 - Present · 17 yrs

www.baypointny.org

Non profit, voluntary Homeowners Association for residences of Bay Point, in Sag Harbor, NY. Please see www.baypointny.org for more information.

Coker Palmer Institutional

Coker and Palmer Investment Securities, Inc.

2015-6 - 2022-12 · 7 yrs 7 mos

New Orleans and New York

Institutional Equity Division NOTE: ANY testimonials appearing on this social media site may NOT be representative of the experience of other clients. ANY testimonial is NO guarantee of future success or performance

Managing Director - Energy Equity Research

IBERIABANK

2010-11 - 2015-5 · 4 yrs 7 mos

Write sell side equity research reports in the coal, shipping and E&P industries

Founder and CIO

Winterport Capital

2009-1 - 2010-12 · 2 yrs

NY, NY and Sag harbor, NY

Managing Director & Portfolio Manager

Morgens, Waterfall, Vintiadis & Co., Inc.

1998-1 - 2008-12 · 11 yrs

NY, NY

Long-Short US Equity Hedge Fund

Analyst and Portfolio Manager

Trainor Wortham

1996-3 - 1997-12 · 1 yr 10 mos

New York, NY

Co-Managed the First Mutual Fund as well as separate accounts for a $2b asset manager

Research Analyst - Homebuilding

Credit Suisse

1994-3 - 1996-3 · 2 yrs 1 mo

New York, NY

As the Senior Analyst covering the Homebuilding Sector, I was responsible for researching and writing research reports. Developed two unique Indexes to track homebuilding stocks.