Principal & Portfolio Manager
Bio
David Templeton, CFA®, Principal & Portfolio Manager, has over 30 years of experience in the financial services industry. David has extensive experience in retail banking, corporate lending, loan review, credit analysis and managing institutional and non-profit investment portfolios. David now manages investment portfolios for families and institutions. He has studied many facets of the capital markets including earning his CFA® designation. He uses his in-depth knowledge to formulate and implement customized portfolios for clients. This includes understanding a fund manager’s investment philosophy to modeling various portfolio risks. David plays a significant role in the team’s individual security selection of both stocks and bonds.
Areas of Expertise
Security Selection & Analysis
Portfolio Construction
Portfolio Allocation Strategies
Investment Policy Development
Community
- Chartered Financial Analyst Institute – Member
- Chartered Financial Analyst Society of Cincinnati – Member