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David Simpson, Cfa, Cfp® is listed as Senior Investment Strategist at Mercer Advisors, a company with 413 employees, based in Lynnwood, Washington, United States. AeroLeads shows a matched LinkedIn profile for David Simpson, Cfa, Cfp®.
David Simpson, Cfa, Cfp® previously worked as Portfolio Manager at Mercer Advisors and Portfolio Manager at Miller Advisors, Inc.. David Simpson, Cfa, Cfp® holds Master Of Business Administration (Mba), Finance from Thunderbird School Of Global Management.
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Financial Services professional with experience in Investment Analysis, Investment Strategy, Investment Management, Portfolio Management, Financial Planning, Relationship Management, Trading, Consulting, Valuation, Financial Analysis, Corporate Finance, Budget Analysis, and FP&A Experience.MBA in Finance from Thunderbird, the School of Global Business, in Glendale, AZI hold the CFA Charter and the CFP® Certification.Specialties: Investment Analysis, Portfolio Management, Investment Research, Investment Strategy, Equity Research, Portfolio Construction, Risk Analysis, Behavioral Finance, Member CFA Institute, Member Seattle CFA Society, Financial Planning and Analysis, Business Valuation, Relationship Management.
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Duties include supporting wealth managers in supporting and working with high net worth and ultra-high net worth clients and prospects; advise and educate wealth managers on investment philosophy, processes, and investment solutions; and assist in overall firm investment strategy as a member of the portfolio management sub-committee of the investment.
Kirkland, Washington, United States
Duties include portfolio management for the Miller team of Mercer Advisors, portfolio analysis, investment analysis, market research and analysis, mutual fund selection, equity selection, project management, and other investment services.Responsible for reviewing client portfolios on an ongoing basisAssisting the transition of Miller clients and.
Kirkland, WA
Duties include portfolio management, portfolio analysis, investment analysis, market research and analysis, mutual fund selection, equity selection, project management, and other investment services.Responsible for reviewing client portfolios on an ongoing basisReview and analyze industry and economic research for investment committee meetings.Manage.
Greater Seattle Area
The Investment Service Analyst supports the advisors in the investment servicing of client portfolios. Daily activities typically include analysis of client and prospect portfolios, preparation of investment proposals, and production of client review materials. In addition, the ISA will maintain records for ongoing portfolio administration, audit client.
Phoenix, Arizona Area
Providing budget analysis, market analysis, and valuation services to Adaptive Curriculum to properly value the firm. Developed growth models to aid management in forecasting growth of the revenues, expenses, and potential for different products. Developed budget forecasts to present to senior management and investors.Adaptive Curriculum is a subsidiary of.
Phoenix, Arizona Area
Voting member of the Investment Committee. Responsible for investment research for all aspects, including Public Equities and Fixed Income, Private Equities and Fixed Income, Real Estate, Debt Funds, Macroeconomic and Microeconomic trends, and Alternative investments.
Phoenix, Arizona Area
Teaching Assistant for Finance classes responsible for tutoring students, grading assignments, and tutoring students in financial research methods. Held teaching assistant hours online and in person. Tutored students in investment analysis, corporate finance, and portfolio analysis concepts. Tutored students in accounting concepts to reinforce finance.
Phoenix, Arizona Area
Responsible for relationship management, portfolio recommendations, investment recommendations, investment analysis, economic analysis, investment valuation, and business development.
Phoenix, Arizona Area
Responsible for business development, client service, trading analysis, and investment recommendations. Tutored representatives in investments, Series 7 materials, and business development.
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
Lina Burlaka
Colleague at Mercer Advisors
Moorpark, California, United States, United States
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YJ
Yasin Jaigirdar
Colleague at Mercer Advisors
Washington DC-Baltimore Area, United States
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Melissa Lugay
Colleague at Mercer Advisors
Scottsdale, Arizona, United States, United States
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JB
Jason Bivin
Colleague at Mercer Advisors
Ponca City, Oklahoma, United States, United States
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TP
Travis Poulos, Cfp®
Colleague at Mercer Advisors
Portland, Oregon, United States, United States
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TW
Trace Winn
Colleague at Mercer Advisors
Scottsdale, Arizona, United States, United States
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CM
Charles Mardock
Colleague at Mercer Advisors
Denver Metropolitan Area, United States
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MC
Melissa Cleghorn
Colleague at Mercer Advisors
North Richland Hills, Texas, United States, United States
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SC
Saraí Covell
Colleague at Mercer Advisors
Santa Barbara, California, United States, United States
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TM
Tabetha Meier
Colleague at Mercer Advisors
Denver Metropolitan Area, United States
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Activities and Societies: Thunderbird Finance Association, Thunderbird Honor Council Winterim in China (Beijing, Shanghai, and Hong Kong).
Activities and Societies: ABSC, Alpha Kappa Psi, Finance and Investment Society, Marching Aztecs
Quick answers generated from the profile data available on this page.
David Simpson, Cfa, Cfp® works for Mercer Advisors.
David Simpson, Cfa, Cfp® is listed as Senior Investment Strategist at Mercer Advisors.
David Simpson, Cfa, Cfp® is based in Lynnwood, Washington, United States while working with Mercer Advisors.
David Simpson, Cfa, Cfp® has worked for Mercer Advisors, Miller Advisors, Inc., Opus 111 Group, Llc, Adaptive Curriculum, and Arizona Psprs.
David Simpson, Cfa, Cfp®'s colleagues at Mercer Advisors include Lina Burlaka, Yasin Jaigirdar, Melissa Lugay, Jason Bivin, and Travis Poulos, Cfp®.
You can use AeroLeads to view verified contact signals for David Simpson, Cfa, Cfp® at Mercer Advisors, including work email, phone, and LinkedIn data when available.
David Simpson, Cfa, Cfp® holds Master Of Business Administration (Mba), Finance from Thunderbird School Of Global Management.
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