Industry Experience: 44 years
Education: BS, Marquette University; MBA, Bowling Green State University
Dave is responsible for the communication of investment policy, process, and structure across the firm's internal client base. Additionally, he manages the firm's sales support function, including the request for proposal response process. Dave has extensive investment experience including positions in portfolio management and investment administration. He has been with the firm or its predecessor since 1995. Dave graduated with a Bachelor of Science from Marquette University and a Master of Business Administration from Bowling Green State University. Dave also holds the Chartered Financial Analyst® (CFA) designation.