David is a Vice President in Segal Marco Advisors’ Chicago office. He has more than 13 years of experience working on investment policy creation, asset allocation, manager structure/selection and legal and regulatory trustee education. He advises a variety of institutional clients that include defined benefit, defined contribution and health & welfare plans. He previously held a leadership role in the research department specializing in defined contribution plans and was a member of the 401(k) and Profit Sharing Plan investment committee.
Prior to joining Segal Marco Advisors, David gained experience as a Performance Analyst and Credit Risk Analyst.
David received his BSBA in Finance from the University of Colorado at Boulder. He passed Level I of the CFA program and is a Level II candidate in the CAIA program.
David is a Vice President in Segal Marco Advisors’ Chicago office. He has more than 13 years of experience working on investment policy creation, asset allocation, manager structure/selection and legal and regulatory trustee education. He advises a variety of institutional clients that include defined benefit, defined contribution and health & welfare plans. He previously held a leadership role in the research department specializing in defined contribution plans and was a member of the 401(k) and Profit Sharing Plan investment committee.
Prior to joining Segal Marco Advisors, David gained experience as a Performance Analyst and Credit Risk Analyst.
David received his BSBA in Finance from the University of Colorado at Boulder. He passed Level I of the CFA program and is a Level II candidate in the CAIA program.
David is a Vice President in Segal Marco Advisors’ Chicago office. He has more than 13 years of experience working on investment policy creation, asset allocation, manager structure/selection and legal and regulatory trustee education. He advises a variety of institutional clients that include defined benefit, defined contribution and health & welfare plans. He previously held a leadership role in the research department specializing in defined contribution plans and was a member of the 401(k) and Profit Sharing Plan investment committee.
Prior to joining Segal Marco Advisors, David gained experience as a Performance Analyst and Credit Risk Analyst.
David received his BSBA in Finance from the University of Colorado at Boulder. He passed Level I of the CFA program and is a Level II candidate in the CAIA program.
David is a Vice President in Segal Marco Advisors’ Chicago office. He has more than 13 years of experience working on investment policy creation, asset allocation, manager structure/selection and legal and regulatory trustee education. He advises a variety of institutional clients that include defined benefit, defined contribution and health & welfare plans. He previously held a leadership role in the research department specializing in defined contribution plans and was a member of the 401(k) and Profit Sharing Plan investment committee.
Prior to joining Segal Marco Advisors, David gained experience as a Performance Analyst and Credit Risk Analyst.
David received his BSBA in Finance from the University of Colorado at Boulder. He passed Level I of the CFA program and is a Level II candidate in the CAIA program.
David is a Vice President in Segal Marco Advisors’ Chicago office. He has more than 13 years of experience working on investment policy creation, asset allocation, manager structure/selection and legal and regulatory trustee education. He advises a variety of institutional clients that include defined benefit, defined contribution and health & welfare plans. He previously held a leadership role in the research department specializing in defined contribution plans and was a member of the 401(k) and Profit Sharing Plan investment committee.
Prior to joining Segal Marco Advisors, David gained experience as a Performance Analyst and Credit Risk Analyst.
David received his BSBA in Finance from the University of Colorado at Boulder. He passed Level I of the CFA program and is a Level II candidate in the CAIA program.