Chartered Financial Analyst and Investment Committee Chairperson with Capital Advisory Group Advisory Services
Dave is the lead analyst and Chief Investment Officer for Capital Advisory Group Advisory Services, the RIA business of Ipswich Bay Advisors. He specialized in asset allocation, heads the investment research team and manages due diligence requirements. He was instrumental in developing our proprietary timing system and is responsible for implementing investment strategies. His ultimate goal is to help reduce market risk by minimizing the fluctuating value of assets in times which we perceive as risky and increasing stock market exposure in times we perceive as less risky.
Dave attended Seattle Pacific University and graduated Cum Laude with a degree in Business Administration with a Finance concentration. Several years later, Dave decided to enroll as a CFA candidate through the CFA Institute. After several years of demanding work and exams, he was awarded the prestigious CFA designation in 2009.