David was with the firm during the first two years of formation. He rejoined the firm in 2012, as Portfolio Manager, and is responsible for researching investment managers and monitoring client portfolios. David has been involved in the investment industry for almost 20 years.
Master of Science in Industrial Administration from the Krannert School of Management at Purdue University (accelerated MBA)
Bachelor of Science in Business Administration, with an Accounting emphasis from the University of Montana
PROFESSIONAL DESIGNATIONS & LICENSING
Chartered Financial Analyst® (CFA®) Charterholder
PRIOR PROFESSIONAL EXPERIENCE
David gained client & portfolio experience with several institutional and retail firms, including Breakwater. In addition, David has over 5 years of accounting experience with private and Native corporations.
David is an enrolled member of the Central Council Tlingit & Haida Indian Tribes of Alaska, and is an original shareholder of Sealaska Corporation.
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Breakwater Investment Group, LLC is a registered investment adviser in the State of California. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.