“If it looks too good to be true, it is.” – unknown
In his role as Director of Portfolio Strategies, Dave manages a suite of Global ETF (Exchange Traded Fund) Strategies, reviews and recommends global assets allocation, and is a member of Investment Committee.
Dave has more than three decades of investment management experience, joining Greenwood Capital in 2009 when it acquired Table Rock Asset Management, LLC, founded by Halloran. He has also served as the Chief Investment Officer for INVESCO Capital Management in Atlanta, GA and at Austin, Calvert & Flavin of San Antonio, TX. Of the investment firms where he has worked, Dave appreciates the special camaraderie of the team at Greenwood Capital.
Dave hails from New Jersey and is a graduate of Princeton University with a B.A. in economics. He earned his M.B.A from Marymount University and is also a Chartered Financial Analyst®.