David Ness

David Ness

Senior Director

David ist Senior Director und Client Consultant bei bfinance in den USA. Mit über 20 Jahren Erfahrung im Investment Management bringt er einen reichen Erfahrungsschatz in die bfinance Kundenberatung ein.

Bevor er zum Team von bfinance wechselte, baute er den Investment Service für institutionellen Investoren von Crescent Grove Advisors auf, wo er auch Mitglied des Modellportfolio- und Anlageausschusses war. David war in verschiedenen Investmentfunktionen bei BMO Global Asset Management und M&I Investment Management Corp. tätig. Bei BMO/M&I hatte er Positionen als institutioneller Portfoliomanager, Analyst und Treasurer des Marshall Funds inne. David begann seine Karriere bei Waterhouse Securities, wo er als Investment Consultant arbeitete. David erwarb seinen MBA an der Marquette University und seinen Bachelor-Abschluss in Wirtschaftswissenschaften an der University of Wisconsin - Green Bay. David ist Mitglied der CFA Society of Milwaukee.


Weitere Veröffentlichungen der Spezialisten:

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Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...

The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.

Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...