Private Wealth Advisor, Terra Cotta Private Wealth
Associate Portfolio Manager, Terra Cotta Investment Counsel
With nearly 20 years of investment industry experience, Dave’s passion has been working with entrepreneurial clients who require a detailed, professional approach to wealth management. He began his career in the financial services industry trading equities and options with a large Canadian bank-owned investment firm. Dave completed his Bachelor of Science degree in Business Administration in 1999 at Bemidji State University in Minnesota and holds a Chartered Investment Manager (CIM) designation, allowing for discretionary portfolio management of accounts for retail and institutional clients.
Dave is responsible for managing both personal and corporate client portfolios and excels at identifying clients’ financial gaps. He is able to go the extra distance to bridge those gaps by addressing their unique financial needs by providing personalized individual wealth plans. His “client first” approach keeps the relationships strong and focused. When Dave is not busy researching and managing money, he enjoys spending time with his family. Dave is an avid golfer and keeps busy coaching his boys’ hockey, golf and baseball.