David Sleeter, Cfa®

David Sleeter, Cfa® Email and Phone Number

Helping Individuals, Families, and Small Business Owners Grow Wealth | Vice President at Ruggaard & Associates @ Ruggaard & Associates, LLC
David Sleeter, Cfa®'s Location
Greater Chicago Area, United States
David Sleeter, Cfa®'s Contact Details

David Sleeter, Cfa® personal email

About David Sleeter, Cfa®

Fee-only private wealth management and financial planning for families, individuals and small business owners. David A. Sleeter, CFA® is a Chartered Financial Analyst, Vice President and Co-Portfolio Manager with Ruggaard & Associates, LLC. He holds a bachelor’s degree in Economics from the University of Illinois Urbana-Champaign. David has nearly fifteen years of private wealth management and institutional investment experience.

David Sleeter, Cfa®'s Current Company Details
Ruggaard & Associates, LLC

Ruggaard & Associates, Llc

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Helping Individuals, Families, and Small Business Owners Grow Wealth | Vice President at Ruggaard & Associates
David Sleeter, Cfa® Work Experience Details
  • Ruggaard & Associates, Llc
    Vice President And Co-Portfolio Manager
    Ruggaard & Associates, Llc Jan 2023 - Present
    Chicago, Illinois, United States
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  • Total Clarity Wealth Management, Inc.
    Wealth Advisor
    Total Clarity Wealth Management, Inc. Jun 2013 - Jan 2023
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  • Manning & Napier
    Equity Research
    Manning & Napier Jun 2008 - Apr 2013
    Rochester, New York, United States
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David Sleeter, Cfa® Skills

Financial Modeling Equity Research Bloomberg Valuation Investment Management Financial Statements Factset Investments

David Sleeter, Cfa® Education Details

Frequently Asked Questions about David Sleeter, Cfa®

What company does David Sleeter, Cfa® work for?

David Sleeter, Cfa® works for Ruggaard & Associates, Llc

What is David Sleeter, Cfa®'s role at the current company?

David Sleeter, Cfa®'s current role is Helping Individuals, Families, and Small Business Owners Grow Wealth | Vice President at Ruggaard & Associates.

What is David Sleeter, Cfa®'s email address?

David Sleeter, Cfa®'s email address is ds****@****lth.com

What schools did David Sleeter, Cfa® attend?

David Sleeter, Cfa® attended University Of Illinois Urbana-Champaign.

What skills is David Sleeter, Cfa® known for?

David Sleeter, Cfa® has skills like Financial Modeling, Equity Research, Bloomberg, Valuation, Investment Management, Financial Statements, Factset, Investments.

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