Dave Isaacson
Portfolio Specialist Equity Owner @Morgan Dempsey Capital Management Llc
Milwaukee, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2019 — Present
Portfolio Specialist Equity Owner @Morgan Dempsey Capital Management Llc
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Milwaukee, WI, US
Responsible for expanding existing relationships and developing new relationships across RIAs, trust departments, investment brokerage firms, and institutions. Member of the investment committee for the firm\'s three equity investment strategies: Large Cap Value, Micro Cap & Focused Alpha strategies.
EDUCATION
2007 — 2008
Andersen University
Masters
1988 — 1992
Bob Jones University
BS
SKILLS
Series 7InvestmentsPublic SpeakingHigh Net Worth IndividualsAsset AllocationBankingMutual FundsFixed IncomeEquity ResearchInvestment ManagementHedge FundsInvestment AdvisoryInvestment StrategiesAlternative InvestmentsWealth Management ServicesFinancial AnalysisAsset ManagmentAsset ManagementEquitiesPrivate BankingWealth ManagementPortfolio ManagementFinancial Services
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