David Ness
Senior Director at bfinance
- Role
- Senior Director - Investment Consulting at Bfinance at Bfinance
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About David Ness
bfinance is an independent, privately-owned, financial services firm that supports asset…
Experience
Senior Director - Investment Consulting at Bfinance
Feb 2023 — Present
bfinance is an independent, privately-owned, financial services firm that supports asset owners around the globe on the implementation of investment strategy, from fund manager research and selection to portfolio design and monitoring.
Education
University of Wisconsin-Green Bay
Bachelor’s Degree, Economics
1993 — 1997
Marquette University
Master of Business Administration (MBA), Finance
2015 — 2018
Skills
- Series 63
- Series 65
- Asset Management
- Investment Management
- Portfolio Management
- Model Portfolios
- Client Presentation
- Endowments
- Financial Planning
- Relationship Management
- Trading
- Economics
- Market Updates
- Institutional Investments
- Asset Allocation
- Mutual Funds
- Risk Management
- Donor Advised Funds
- Securities
- Financial Services
- Market Analysis
- Foundations
- Fixed Income
- Credit
- Endowment Funds
- Client Portfolio Management
- Economic Research
- Portfolio Optimization
- Investments
- Investment Portfolio
- Investment Advisory
- Bloomberg
- Series 7
- Finance
- Equities
- Wealth Management
- Retirement Planning
- Financial Analysis
- Investment Strategies
- Alternative Investments
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