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David Ness
Senior Director
David è responsabile della relazione con la clientela di bfinance negli Stati Uniti. Con oltre 20 anni nel settore dell'asset management e dei servizi finanziari David porta una vasta esperienza al suo ruolo di consulente per gli investimenti.
Prima di raggiungere bfinance, David ha lanciato la linea di business istituzionale di Crescent Grove Advisors, dove è stato membro del comitato d'investimento e del comitato dedicato ai portafogli modello. In precedenza, David ha ricoperto diversi ruoli di investimento presso BMO Global Asset Management e M&I Investment Management Corp. Con BMO/M&I ha svolto ruoli di gestione di portafogli istituzionali, analista finanz
David ha conseguito un MBA presso la Marquette University e una laurea in economia presso la University of Wisconsin - Green Bay. David è membro della CFA Society di Milwaukee.
Ulteriori approfondimenti dal team:
AI, hyperscalers and corporate bond indices: signal or narrative?
We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.
Tsao: building a credible impact equity allocation
Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...
Platform complexity: what still earns its place for wealth managers?
A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.
CLO debt: Solvency II changes the capital equation for insurers
A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.
Navigating semi-liquid private markets in a world of closed-end data
Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.
Portfolio resilience: rethinking the foundations
The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?
Private credit and the asset allocation challenge
Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...
bfinance Platform: real assets, UK open-ended property funds in five charts
M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.
