For close to two decades David advised and managed assets for institutions and financial planners. David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group.
David co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager.
David perfected his teaching style as an investment consultant to numerous not-for-profit institutions where he assisted the board and staff in overseeing billions of dollars in endowment assets.
His former institutional clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.