David Ness
Senior Director - Investment Consulting at Bfinance @Bfinance
Milwaukee, WI, US
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MOBILE NUMBERS
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WORK HISTORY
Feb 2023 — Present
Senior Director - Investment Consulting at Bfinance @Bfinance
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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
1993 — 1997
University of Wisconsin-Green Bay
Bachelor’s Degree, Economics
2015 — 2018
Marquette University
Master of Business Administration (MBA), Finance
SKILLS
Series 63Series 65Asset ManagementInvestment ManagementPortfolio ManagementModel PortfoliosClient PresentationEndowmentsFinancial PlanningRelationship ManagementTradingEconomicsMarket UpdatesInstitutional InvestmentsAsset AllocationMutual FundsRisk ManagementDonor Advised FundsSecuritiesFinancial ServicesMarket AnalysisFoundationsFixed IncomeCreditEndowment FundsClient Portfolio ManagementEconomic ResearchPortfolio OptimizationInvestmentsInvestment PortfolioInvestment AdvisoryBloombergSeries 7FinanceEquitiesWealth ManagementRetirement PlanningFinancial AnalysisInvestment StrategiesAlternative Investments
ABOUT DAVID NESS
bfinance is an independent, privately-owned, financial services firm that supports asset…
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