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Director of Investment Management

David Webb, CFA®

Director of Investment Management

As Director of Investment Management, David leads the firm’s Investment Committee activities while always maintaining JNBA’s investment philosophy, policies, and procedures. David and the investment team help ensure the firm remains forward thinking and proactive in its investment management initiatives and processes. As a member of the firm’s Leadership Team, David is dedicated to helping JNBA deliver a high standard of asset management, comprehensive planning, and client-focused guidance.

“Go the extra mile. Create memorable interactions that provide opportunities to build trust, share ideas, and gain a deep understanding of a client’s situation. Focus on providing clients with confidence and clarity around their financial goals. That’s what it means to be an advocate.”

Prior to joining JNBA, David was the chief investment officer for a multi-family office wealth management firm. He has also served as a portfolio manager and research analyst for a variety of investment organizations.

David has a Bachelor of Business Administration from the University of Wisconsin-Madison and a Master of Business Administration with a focus on finance and strategy from the University of Minnesota’s Carlson School of Management. He is a Chartered Financial Analyst and holds a Certificate in Financial Planning from St. Thomas.

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