David brings three decades of investment experience to his strategist role in providing insights to financial advisors and investors. 

Previously, David was a managing partner, Chief Investment Strategist, and Chief Portfolio Strategist at FEG Investment Advisors, a $15 billion institutional investment advisory firm. At FEG, David was co-head of the firm’s 21-member research team, which conducted research on private equity, real assets, hedge funds, equity, and fixed income. He was responsible for FEG’s top-down research, including macroeconomic analysis, market sentiment, model portfolios, and capital market analysis.

David co-founded FEG’s asset management division, developed its investment philosophy and process, and acted as lead portfolio manager. He helped grow assets under management to $2 billion, including assets on turnkey asset management programs used by RIAs and financial advisors.

In 2014, after leaving FEG, David launched Money for the Rest of Us, an award-winning podcast and investment education platform.

Three years ago, David co-founded Asset Camp to give financial advisors and investors the tools and insights that previously had only been available to large institutional investors.  

David is the author of Money for the Rest of Us: 10 Questions to Master Successful Investing, published by McGraw Hill.

In his free time, you can find David out hiking in the Sonoran desert, fly fishing the trout streams of Idaho, traveling the globe with his family, or relaxing with a classic work of fiction or non-fiction.