English (Global) 
Français (France) 
Deutsch (DACH) 
Italiano (Italia) 
Dutch (Nederlands) 
English (Canada) 
French (Canada) 
David Ness
Senior Director, Client Consulting
David is a Senior Director and client consultant for bfinance US. With over 20 years of investment management and financial services history, he brings a wealth of experience to the client consulting position at bfinance.
Prior to joining the team at bfinance, he launched the institutional business line for Crescent Grove Advisors where he also was a member of the model portfolio and investment committees. David served in several investment roles within BMO Global Asset Management and M&I Investment Management Corp. With BMO/M&I, he held positions as an institutional portfolio manager, financial analyst, and interim Treasurer of the Marshall Funds. David began his career with Waterhouse Securities where he held roles as an investment consultant and advisor.
David earned his MBA from Marquette University and his undergraduate degree from the University of Wisconsin – Green Bay in Economics. David is a member of the CFA Society of Milwaukee.
More insights from the team:
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.
Manager Intelligence and Market Trends - August 2026
bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
