David is a Partner, Chief Investment Officer and Investment Consultant for our clients. He is also a member of Conrad Siegel’s internal investment research team that examines market conditions, asset allocations, and investment funds.
David’s experience within the firm is broad and varied lending a well-rounded perspective on his clients’ challenges. Before earning his FSA designation in the Quantitative Finance and Investment track, David was working with our defined benefit pension clients on the actuarial valuation side of the firm. He transitioned to the investment line of business and went on to also earn the Chartered Financial Analyst® designation. His combined retirement and investment experience provide him with a diverse skill set.
True to the Conrad Siegel way of working, David truly enjoys working with clients, applying his special experience and knowledge to gain new perspectives. He feels the best reward is the confidence his client leaves a meeting with knowing their investments are in good order. When he’s not running the numbers, you might bump into him out for a run or at your local golf course.