David Gilson, Cfa
AeroLeads people directory · profile

David Gilson, Cfa Email & Phone Number

Research Analyst and Assoc. Portfolio Manager - Fixed Income at Investment Advisor (employer identity w/held on Social Media)
Location: Hartland, Wisconsin, United States 3 work roles 3 schools
1 work email found @brandes.com 4 phones found area 262 and 858 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email d****@brandes.com
Direct phone (262) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Research Analyst and Assoc. Portfolio Manager - Fixed Income
Location
Hartland, Wisconsin, United States
Company size

Who is David Gilson, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Gilson, Cfa is listed as Research Analyst and Assoc. Portfolio Manager - Fixed Income at Investment Advisor (employer identity w/held on Social Media), a company with 249 employees, based in Hartland, Wisconsin, United States. AeroLeads shows a work email signal at brandes.com, phone signal with area code 262, 858, and a matched LinkedIn profile for David Gilson, Cfa.

David Gilson, Cfa previously worked as Research Analyst/Assoc. Portfolio Manager - Fixed Income at Investment Advisor (Employer Identity W/Held On Social Media) and Associate Fund Manager, High Yield at American Express Financial Advisors/Ids. David Gilson, Cfa holds Bba, Finance/Economics from Baylor University.

Company email context

Email format at Investment Advisor (employer identity w/held on Social Media)

This section adds company-level context without repeating David Gilson, Cfa's masked contact details.

*@brandes.com
71% confidence

AeroLeads found 1 current-domain work email signal for David Gilson, Cfa. Compare company email patterns before reaching out.

Profile bio

About David Gilson, Cfa

Securities Analyst/Associate Portfolio Manager for twenty-five years. Most of that Investment Management experience has been on the buy-side with a track record of consistently outperforming peer group benchmarks. Current funds carry a 5-star rating at Morningstar and a Lipper's "Best" award. Investment experience spans Equity and High Yield Bonds, while current position includes Investment Grade Bonds. Operating management experience for over two years, primarily as the CFO of an early-stage company in turnaround mode, and later serving as a turnaround consultant to the business.

Listed skills include Investments, Equity Research, Investment Management, Corporates, and 3 others.

Current workplace

David Gilson, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Investment Advisor (employer identity w/held on Social Media)
Investment Advisor (Employer Identity W/Held On Social Media)
Research Analyst and Assoc. Portfolio Manager - Fixed Income
Hartland, WI, US
Website
Employees
249
AeroLeads page
3 roles

David Gilson, Cfa work experience

A career timeline built from the work history available for this profile.

Research Analyst/Assoc. Portfolio Manager - Fixed Income

Current

Assess risk of default/losses, determine appropriate return required given risk (Intrinsic Value target), buy at an appropriate margin of safety. We are bottom-up, long-term investors.

Jun 2002 - Present

Associate Fund Manager, High Yield

American Express Financial Advisors/Ids
May 1989 - Sep 1997
Team & coworkers

Colleagues at Investment Advisor (employer identity w/held on Social Media)

Other employees you can reach at brandes.com. View company contacts for 249 employees →

3 education records

David Gilson, Cfa education

General Coursework, Business

Activities and Societies: NCAA Div. I Varsity Wrestling letterman

FAQ

Frequently asked questions about David Gilson, Cfa

Quick answers generated from the profile data available on this page.

What company does David Gilson, Cfa work for?

David Gilson, Cfa works for Investment Advisor (employer identity w/held on Social Media).

What is David Gilson, Cfa's role at Investment Advisor (employer identity w/held on Social Media)?

David Gilson, Cfa is listed as Research Analyst and Assoc. Portfolio Manager - Fixed Income at Investment Advisor (employer identity w/held on Social Media).

What is David Gilson, Cfa's email address?

AeroLeads has found 1 work email signal at @brandes.com for David Gilson, Cfa at Investment Advisor (employer identity w/held on Social Media).

What is David Gilson, Cfa's phone number?

AeroLeads has found 4 phone signal(s) with area code 262, 858 for David Gilson, Cfa at Investment Advisor (employer identity w/held on Social Media).

Where is David Gilson, Cfa based?

David Gilson, Cfa is based in Hartland, Wisconsin, United States while working with Investment Advisor (employer identity w/held on Social Media).

What companies has David Gilson, Cfa worked for?

David Gilson, Cfa has worked for Investment Advisor (Employer Identity W/Held On Social Media) and American Express Financial Advisors/Ids.

Who are David Gilson, Cfa's colleagues at Investment Advisor (employer identity w/held on Social Media)?

David Gilson, Cfa's colleagues at Investment Advisor (employer identity w/held on Social Media) include Bill Dunn, Laura Simons, Sarah Hendley, Nicole Musser, and Steve Marshall.

How can I contact David Gilson, Cfa?

You can use AeroLeads to view verified contact signals for David Gilson, Cfa at Investment Advisor (employer identity w/held on Social Media), including work email, phone, and LinkedIn data when available.

What schools did David Gilson, Cfa attend?

David Gilson, Cfa holds Bba, Finance/Economics from Baylor University.

What skills is David Gilson, Cfa known for?

David Gilson, Cfa is listed with skills including Investments, Equity Research, Investment Management, Corporates, High Yield Research, Portfolio Management, and Corporate Bonds.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.