Hosted by: Distinguished Speaker Series Advisory Group
David N. Fleischer, CFA - Principal
Charles P. E. Jumet, Jr., CIMA®
David N. Fleischer, CFA - Principal
Fleischer is a Principal at Chickasaw Capital Management, LLC. He most recently was a Managing Director at Kayne Anderson Capital Advisors, LP. Prior to that Fleischer was a Managing Director at Goldman Sachs & Co., serving on its Investment Policy and Stock Selection Committees for over 10 years and was the business unit leader for the firm's energy research. He was responsible for investment research of MLPs, natural gas companies and gas utilities, and was an Institutional Investor ranked analyst for 16 consecutive years in natural gas. Fleischer graduated from the University of Pennsylvania with a B.A. in Economics in 1970. He received an MBA from The Wharton School of the University of Pennsylvania in 1976. Fleischer served four years active duty in the U.S. Navy, attaining the rank of Lieutenant Commander. He is a CFA® charterholder.
Charles P. E. Jumet, Jr. CIMA® - Vice President
Jumet is a Vice President for Client Communications. He joined from Wells Fargo Advisors working in the Markets and Product Strategy Group, where he worked with research and product teams to help advisors understand and take action on the firm's research strategy and recommendations. He also worked in the Wells Fargo Investment Management Consulting Group working with advisors and clients on portfolio implementation and ongoing maintenance. He also previously worked in Wells Capitalizing on Advisory Based Opportunities group, and managed a team of 21 employees who assisted financial advisors in transitioning clients to advisory relationships. Jumet is a graduate of Southern Methodist University and has completed the Certified Investment Management Analyst program, through the Investment Management Consultants Association in conjunction with the University of Chicago Booth School of Business. He is a 2018 Level III candidate in the CFA program.
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