David Templeton
Principal and Chief Investment Officer at HORAN Wealth
- Role
- Principal & Chief Investment Officer at Horan Wealth
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About David Templeton
Since 1948, HORAN Wealth has been crafting customized plans that protect and enhanceyour wealth. Our mission, however, extends far beyond mere financial planning. We believethat true wealth creates a better quality of life for our clients and their families.We strive to build genuine, lasting relationships and provide an exceptional experience withevery interaction, helping you achieve your goals and aspirations.Our comprehensive wealth services for individuals, families and employers addressessential needs, including Investment Management, Financial Planning, Retirement PlanConsulting and Risk Management. With locations in Cincinnati, Ohio and Fort Mitchell,Kentucky, HORAN Wealth serves both corporate and individual clients in 50 states.Through our premier national partnerships with M Financial Group and Retirement PlanningAdvisory Group, we bring the best services, resources and value to our clients. Ourintegrity, commitment to excellence and industry knowledge are foundations upon whichHORAN Wealth has built a reputation for delivering high-quality products and services.Visit https://horanwealth.com/ to learn more.
Experience
Principal & Chief Investment Officer
Jun 2023 — Present · Cincinnati, OH, US
Education
Xavier University - Williams College of Business
MBA, Accounting
1986 — 1988
Indiana University - Kelley School of Business
BS, Finance
1981 — 1984
Skills
- Investments
- Asset Allocation
- Equity Research
- Financial Advisory
- Portfolio Management
- Valuation
- Wealth Management
- Investment Strategies
- Alternative Investments
- Asset Managment
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