About David
Dave is proud to play a part in leading a talented Focus Partners Wealth team that specializes in serving institutional clients. Bringing together advisors from analytical, nonprofit, and philanthropic backgrounds, Dave’s team prides itself on understanding the needs of institutional clients and how to align investment solutions with their unique needs. As an institutional advisor and member of multiple boards and investment committees over the years, Dave understands the challenges faced by organization leaders and staff. He is sympathetic to the simultaneous desire for growth, stability, and a prudent investment strategy. He enjoys creating solutions that balance those goals, so organization leaders can focus their time and energy on fulfilling their missions.
Having worked with institutions and individuals for 25 years, Dave prides himself on being able to strategize with experienced investors while clarifying unfamiliar concepts for those whose expertise lies elsewhere. He is keenly aware that his work directly affects organizations’ constituents—today and well into the future. Dave enjoys combining investments with different risk and return characteristics that aim to generate the necessary expected return within each organization’s distinct risk tolerance. Plus, Dave and his clients are fortunate to have the support of an extensive in-house research and investment policy team to monitor clients’ existing holdings and continually survey the universe of investment options. As a result, clients can be confident that their portfolios are built with investment vehicles designed to maximize expected return, mitigate risk, and optimize costs.
Beyond investment management, Dave enjoys working with organization leaders to strengthen governance structures, assist with capital campaign planning, and review spending policies. Outside of the office, he enjoys spending time in nature and with friends, exercising, and volunteering at his daughter’s alma mater, The Whitfield School.
Education and Professional Milestones
-Grinnell College - bachelor’s degree
-University of Missouri - master’s degree
-National Association of Securities Dealers Series 7 examination
-North American Securities Administrators Association Series 6 examination
Dave is proud to play a part in leading a talented Focus Partners Wealth team that specializes in serving institutional clients. Bringing together advisors from analytical, nonprofit, and philanthropic backgrounds, Dave’s team prides itself on understanding the needs of institutional clients and how to align investment solutions with their unique needs. As an institutional advisor and member of multiple boards and investment committees over the years, Dave understands the challenges faced by organization leaders and staff. He is sympathetic to the simultaneous desire for growth, stability, and a prudent investment strategy. He enjoys creating solutions that balance those goals, so organization leaders can focus their time and energy on fulfilling their missions.
Having worked with institutions and individuals for 25 years, Dave prides himself on being able to strategize with experienced investors while clarifying unfamiliar concepts for those whose expertise lies elsewhere. He is keenly aware that his work directly affects organizations’ constituents—today and well into the future. Dave enjoys combining investments with different risk and return characteristics that aim to generate the necessary expected return within each organization’s distinct risk tolerance. Plus, Dave and his clients are fortunate to have the support of an extensive in-house research and investment policy team to monitor clients’ existing holdings and continually survey the universe of investment options. As a result, clients can be confident that their portfolios are built with investment vehicles designed to maximize expected return, mitigate risk, and optimize costs.
Beyond investment management, Dave enjoys working with organization leaders to strengthen governance structures, assist with capital campaign planning, and review spending policies. Outside of the office, he enjoys spending time in nature and with friends, exercising, and volunteering at his daughter’s alma mater, The Whitfield School.
Education and Professional Milestones
-Grinnell College - bachelor’s degree
-University of Missouri - master’s degree
-National Association of Securities Dealers Series 7 examination
-North American Securities Administrators Association Series 6 examination