As Director of Investment Management, David drives all aspects of the firm’s Investment Committee activities always maintaining JNBA’s investment philosophy, policies, and procedures. David, along with our entire investment team, is responsible for ensuring the firm is forward-thinking and passionately proactive in its investment management initiatives and processes, helping JNBA deliver a higher standard of asset management, comprehensive planning, and life enrichment to clients.

Prior to joining JNBA, David was the Chief Investment Officer for a multi-family-office wealth management firm as well as a Portfolio Manager and Analyst for a variety of firms and companies.

His professional highlights include:

  • Chartered Financial Analyst (CFA®)
  •  Holds an MBA with a focus on finance and strategy from the University of Minnesota’s Carlson School of Management
  • Bachelor’s of business administration from the University of Wisconsin-Madison.

When not at work David is volunteering with the Boy Scouts of America or serving as a professional mentor with the Carlson Funds Enterprise program through the Carlson School of Management.

Favorite quote: “To go fast, go alone, to go far, go together.” –African Proverb