David Ness

David Ness

Senior Director

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.


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