Sr. Vice President, Investments
Dave received his MBA from the University of Arizona in 1974. He became a Registered Investment Advisor, licensed in California in 1978, managing Retail and Corporate accounts for his own Company. Over the next 42 years he received series 3, 4, 7, 24, and 63 licenses. He was an adjunct or Part-time finance instructor at Chapman University (Finance, Marketing, and Accounting), CSULB (Security Analysis and Business Finance), and since 1984 has taught the Investment and securities classes at Orange Coast College. He has lectured on Institutional Fixed Income Investments at National (The ARC Foundation), State (Idaho Society of CPAs), and local (Invest in Yourself 2000) conventions. He was made Honorary Treasurer of the State of Indiana in June 1993 during the INDY 500 at the Capitol. Dave served four years on the Santa Ana Heights Water Board of Directors. He facilitated its merger into Irvine Ranch Water District and made its presentation to LAFCO. He is an award-winning speaker. He is an experienced professional with institutions; Money Managers, Cities, Corporations, Charities, and Retirement Plans. He has worked with high-net worth individuals for over 42 years. Trust, knowledge, and experience are his reputation.