David Crossman, CFA
Sr. Portfolio Manager
As a portfolio manager, I design and manage investment portfolios for our clients to ensure their asset allocations are in line with their unique financial situation and that their investments support both their short- and long-term goals. Through ongoing research, I help identify and track appropriate investment vehicles for use in client portfolios. I am able to stay abreast of the ever-changing market conditions to understand when a change/adjustment is needed in our clients' holdings.
Personal Investment Management Experience
- Over twenty-five years of experience in investment management.
- Extensive experience analyzing individual stocks.
Career History
- Bedel Financial Consulting, Inc., Senior. Portfolio Manager
- Kirr, Marbach & Co., Senior Research Analyst
- Reams Asset Management Co., Senior Equity Analyst
Educational and Professional Designations
- Awarded Chartered Financial Analyst designation.
- Master of Business Administration, Finance, Vanderbilt University, May 1997.
- Bachelor of Arts, Economics, Duke University, May 1990.
Professional Activities & Accolades
- Member, CFA Institute.
- Member, CFA Society of Indianapolis.
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly, 4 year winner!
Publishing
- Contributing writer to employer quarterly newsletter.
More fun facts about Dave:
Community Activities
- Endowment Chair, Asbury United Methodist Church.
- Finance Chair, Asbury United Methodist Church.