Clarity. Simplicity. Devotion.
Dividend Assets Capital is an asset management firm regarded for its diverse talent and consistent investment philosophy and more than 40 years of sought-after insight, wisdom, and investing expertise. We are a team of investment professionals whose collective experience has given us the perspective to anticipate market change and fluctuation specifically as it applies to the firm’s originally developed investment philosophy. The knowledge gained through this legacy of success fuels our dedication to dividend-focused investing, as well as the objectives, security, and financial needs of our clients.
Chief Executive Officer & Portfolio Manager
Mr. Shaver, CEO & and co-founder of DAC. He manages client accounts as a Portfolio Manager and is a member of the Investment Committee. Prior to co-founding DAC, he was Vice Chairman/President & CEO of GoldK, Inc./GoldK Investment Services, Inc.
Chief Compliance Officer
Mr. Swhear joined DAC in June 2020 as the Chief Compliance Officer. He holds FINRA licenses Series 6, Series 7, Series 26 and Series 24 and provides Chief Compliance Officer services to clients as a Partner of Practus, LLP, a full-service law firm.
Chief Investment Officer & Portfolio Manager
Mrs. Wang, joined DAC in June 2008 as Research Analyst responsible for stock selection. She then served as Director of Research, Director of Investment Strategies, before assuming the Chief Investment Officer role in 2021. She is also a portfolio manager and a member of DAC’s Investment and Executive Committee.
Chief Financial Officer
Mr. Livingston joined DAC in April 2011 as the Controller. He was promoted to CFO in June 2020, and is currently responsible for the Firm’s financial results, cash forecasting/management, financial projections, ESOP, HR, and IT management.
Chief Operations Officer
Mr. Parrott joined DAC in March 2012 as the Operations Manager and was recently promoted to the Chief Operations Officer. He is responsible for overseeing daily, weekly, and monthly trading activities including allocations and reconciliations.
Managing Director - Institutional Asset Management Group
Mr. Ford joined DAC in August 2019 as the Managing Director of Institutional Sales. He is now head of the Institutional Asset Management Group and is a member of DAC’s Executive Committee.
Managing Director, Private Client Group
Mr. Haley joined DAC in March 2017 as a Sr. Portfolio Manager for the Private Client Group. Jim has over 20 years’ experience in the investment and wealth management industry, having previously served as Client Advisor/Vice President for SunTrust Private Wealth Management.
Portfolio Manager & MLP Analyst
Mr. Gerry joined DAC in October 2012 and currently serves as an MLP Analyst and Portfolio Manager. He is responsible for monitoring companies in the Energy/Master Limited Partnership (MLP) sector and making buy/sell recommendations to the Investment Committee.
Portfolio Manager
Alex joined DAC in October 2021 as a Portfolio Manager for the Private Client Group. Before joining DAC, Alex was a Vice President at Goldman Sachs in the Tactical Research Group responsible for writing thematic equity research. Prior to Goldman, Alex was a senior research analyst at Renaissance Macro Research.
Sr. Equity Analyst
Mr. Scully joined DAC in December 2015 as a Sr. Equity Analyst. His investment coverage responsibilities include companies in the Consumer Discretionary, Consumer Staples, and Healthcare sectors.
Client Services Manager & Sr. Portfolio Associate
Mr. Cherewko joined DAC in October 2015 as a Portfolio Associate in Client Services. In his current role, he serves as a point of contact for all clients and is responsible for ensuring an outstanding client experience.
Trader & Operations Associate
Ms. Jordan responsible for all trading, including allocations and reconciliations, producing report requests, maintaining trade order and client relationship management systems, and processing new and closed account documents.
Receptionist and Office Administrator
Mrs. Conti is responsible for assisting Client Services, answering incoming calls, supply maintenance, event planning, travel arrangements and miscellaneous administrative support.
Clarity. Simplicity. Devotion.
Dividend Assets Capital is an asset management firm regarded for its diverse talent and consistent investment philosophy and more than 40 years of sought-after insight, wisdom, and investing expertise. We are a team of investment professionals whose collective experience has given us the perspective to anticipate market change and fluctuation specifically as it applies to the firm’s originally developed investment philosophy. The knowledge gained through this legacy of success fuels our dedication to dividend-focused investing, as well as the objectives, security, and financial needs of our clients.
Chief Executive Officer & Portfolio Manager
Mr. Shaver, CEO & and co-founder of DAC. He manages client accounts as a Portfolio Manager and is a member of the Investment Committee. Prior to co-founding DAC, he was Vice Chairman/President & CEO of GoldK, Inc./GoldK Investment Services, Inc.
Chief Compliance Officer
Mr. Swhear joined DAC in June 2020 as the Chief Compliance Officer. He holds FINRA licenses Series 6, Series 7, Series 26 and Series 24 and provides Chief Compliance Officer services to clients as a Partner of Practus, LLP, a full-service law firm.
Chief Investment Officer & Portfolio Manager
Mrs. Wang, joined DAC in June 2008 as Research Analyst responsible for stock selection. She then served as Director of Research, Director of Investment Strategies, before assuming the Chief Investment Officer role in 2021. She is also a portfolio manager and a member of DAC’s Investment and Executive Committee.
Chief Financial Officer
Mr. Livingston joined DAC in April 2011 as the Controller. He was promoted to CFO in June 2020, and is currently responsible for the Firm’s financial results, cash forecasting/management, financial projections, ESOP, HR, and IT management.
Chief Operations Officer
Mr. Parrott joined DAC in March 2012 as the Operations Manager and was recently promoted to the Chief Operations Officer. He is responsible for overseeing daily, weekly, and monthly trading activities including allocations and reconciliations.
Managing Director - Institutional Asset Management Group
Mr. Ford joined DAC in August 2019 as the Managing Director of Institutional Sales. He is now head of the Institutional Asset Management Group and is a member of DAC’s Executive Committee.
Managing Director, Private Client Group
Mr. Haley joined DAC in March 2017 as a Sr. Portfolio Manager for the Private Client Group. Jim has over 20 years’ experience in the investment and wealth management industry, having previously served as Client Advisor/Vice President for SunTrust Private Wealth Management.
Portfolio Manager & MLP Analyst
Mr. Gerry joined DAC in October 2012 and currently serves as an MLP Analyst and Portfolio Manager. He is responsible for monitoring companies in the Energy/Master Limited Partnership (MLP) sector and making buy/sell recommendations to the Investment Committee.
Portfolio Manager
Alex joined DAC in October 2021 as a Portfolio Manager for the Private Client Group. Before joining DAC, Alex was a Vice President at Goldman Sachs in the Tactical Research Group responsible for writing thematic equity research. Prior to Goldman, Alex was a senior research analyst at Renaissance Macro Research.
Sr. Equity Analyst
Mr. Scully joined DAC in December 2015 as a Sr. Equity Analyst. His investment coverage responsibilities include companies in the Consumer Discretionary, Consumer Staples, and Healthcare sectors.
Client Services Manager & Sr. Portfolio Associate
Mr. Cherewko joined DAC in October 2015 as a Portfolio Associate in Client Services. In his current role, he serves as a point of contact for all clients and is responsible for ensuring an outstanding client experience.
Trader & Operations Associate
Ms. Jordan responsible for all trading, including allocations and reconciliations, producing report requests, maintaining trade order and client relationship management systems, and processing new and closed account documents.
Receptionist and Office Administrator
Mrs. Conti is responsible for assisting Client Services, answering incoming calls, supply maintenance, event planning, travel arrangements and miscellaneous administrative support.
Behind Our Strategies
“Getting the most of a dividend-driven investment strategy requires looking beyond stocks with the highest yields, which could be a value trap. Additionally, dividend cuts are rarely a one-time phenomenon; dividend increase with sustainable power and long-term record are key.”
Susie Wang
Chief Investment Officer"The market goes up and down over time. Our clients’ dividends are going up every single year. We make sure our clients continue to feel comfortable in a changing world."
Tom Cameron
Retired Chairman"A company must grow its dividend consistently for a decade to be considered for our investment portfolios an must continue to raise its dividend to remain in our investible universe.Long-term performance. Increasing value. Income generation. That's the three-dimensional wealth management."
Jim Haley
Managing Director, Private Client Group"We believe that dividends are the best indicator of the future price performance of a stock. Dividends are paid when there are attractive earnings. When dividends are paid consistently and at an increasing rate over the long-term, this is likely to exert a positive movement of price performance."
Troy Shaver
Chief Executive Officer
Behind Our Strategies
“Getting the most of a dividend-driven investment strategy requires looking beyond stocks with the highest yields, which could be a value trap. Additionally, dividend cuts are rarely a one-time phenomenon; dividend increase with sustainable power and long-term record are key.”
Susie Wang
Chief Investment Officer"The market goes up and down over time. Our clients’ dividends are going up every single year. We make sure our clients continue to feel comfortable in a changing world."
Tom Cameron
Retired Chairman"A company must grow its dividend consistently for a decade to be considered for our investment portfolios an must continue to raise its dividend to remain in our investible universe.Long-term performance. Increasing value. Income generation. That's the three-dimensional wealth management."
Jim Haley
Managing Director, Private Client Group"We believe that dividends are the best indicator of the future price performance of a stock. Dividends are paid when there are attractive earnings. When dividends are paid consistently and at an increasing rate over the long-term, this is likely to exert a positive movement of price performance."
Troy Shaver
Chief Executive Officer
Ready to talk with DAC?
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