David supports our firm’s investment research capabilities by performing in-depth analysis on investment managers including analyzing manager style, strategy, and execution. He evaluates a fund’s ability to generate desired investment returns and suggests managers to be included in client portfolios. He also assists in developing the firm’s economic and financial market outlook. David focuses on domestic value equity managers.
David holds a B.B.A in Finance and Investment and Banking from the University of Wisconsin-Madison and is a Level I CFA candidate.
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