David Houle, Cfa Email and Phone Number
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David Houle, Cfa personal email
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I'm a Colorado-based entrepreneur passionate about building long-term relationships, serving people well and contributing positively to my community.My team and I at Season Investments provide Family CFO and Investment Advisory services to individuals, families and institutions. Given our entrepreneurial bent and outside the box thinking we work particularly well with small business owners and young professionals. Many who fit this profile find themselves too busy to manage their personal financial world with the same hustle and mindfulness that they apply to their businesses and careers.Our clients hire us to bring clarity and coordination to their financial world and to source unique investment opportunities that meet return expectations while simultaneously mitigating exposure to large drawdowns. Everything we do serves our ultimate vision of empowering our clients with FREEDOM TO PURSUE WHAT MAKES LIFE TRULY RICH.In my spare time I'm one of five managing partners at Proper Wines, a boutique winery in Washington state that produces estate grown Syrah in The Rocks District AVA, a sub-area of the Walla Walla Valley. The wine has received national acclaim from the likes of Wine Spectator, the New York Times, Wine Enthusiast and others. As an extension of my penchant for wine I also founded a wine-buying coop in Colorado Springs called the Square Cellar Society.I am happily married with three children. My family and I have deep roots in Colorado Springs and plan on being here for the long haul. We enjoy playing an active role in our church community at New Life Downtown, and I am proud to serve as a board member for the Springs Rescue Mission in service to the city's homeless population.
Season Investments
View- Website:
- seasoninvestments.com
- Employees:
- 3
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Co-Founder & Portfolio ManagerSeason Investments Jun 2011 - PresentColorado Springs, CoWe created Season Investments to provide an accessible alternative to the classic buy-and-hold mantra pushed by so many large financial institutions. The most sophisticated investors in the world utilize dynamic risk management and hedging techniques to protect their capital as they grow it. Likewise, our unique approach emphasizes proactive downside protection as a way to compound greater returns over full market cycles. Capital markets move in and out of "Season" and experience short-term… Show more We created Season Investments to provide an accessible alternative to the classic buy-and-hold mantra pushed by so many large financial institutions. The most sophisticated investors in the world utilize dynamic risk management and hedging techniques to protect their capital as they grow it. Likewise, our unique approach emphasizes proactive downside protection as a way to compound greater returns over full market cycles. Capital markets move in and out of "Season" and experience short-term "Weather Patterns" just like the world around us. We monitor these trends and invest accordingly. Show less -
Board MemberSprings Rescue Mission Mar 2016 - PresentColorado Springs, Colorado Area -
Co-FounderProper Wines Jan 2007 - PresentWalla Walla, WaWe are four guys from Colorado who love wine – particularly old world, earth-driven wines. We’ve long been fans of the Walla Walla appellation and the signature Rhone-style Syrahs being produced there.When something is “done proper” it’s done in the same style of its origin – it pays homage to its roots without cutting corners. When we started this process we set out to produce wines that were Rhone in character while showcasing the uniqueness of Walla Walla and our estate vineyard with… Show more We are four guys from Colorado who love wine – particularly old world, earth-driven wines. We’ve long been fans of the Walla Walla appellation and the signature Rhone-style Syrahs being produced there.When something is “done proper” it’s done in the same style of its origin – it pays homage to its roots without cutting corners. When we started this process we set out to produce wines that were Rhone in character while showcasing the uniqueness of Walla Walla and our estate vineyard with as much integrity as possible. Our vision is to create Proper wines that deliver an authentic taste of Walla Walla to our customers while enhancing the encounters they share with those closest to them. Show less
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Associate Portfolio Manager/AnalystHuntley Thatcher Ellsworth, Ltd. Jul 2003 - Dec 2011Boutique wealth management firm providing portfolio management and family office services to clientele primarily along the Front Range.
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Associate Portfolio Manager/AnalystMars Hill Partners Jan 2010 - Nov 2011Investment adviser pioneering a new type of actively-managed ETF implementing a global long/short equity strategy.
David Houle, Cfa Skills
David Houle, Cfa Education Details
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Cfa InstituteChartered Financial Analyst
Frequently Asked Questions about David Houle, Cfa
What company does David Houle, Cfa work for?
David Houle, Cfa works for Season Investments
What is David Houle, Cfa's role at the current company?
David Houle, Cfa's current role is Investment Advisor.
What is David Houle, Cfa's email address?
David Houle, Cfa's email address is da****@****ail.com
What is David Houle, Cfa's direct phone number?
David Houle, Cfa's direct phone number is +171931*****
What schools did David Houle, Cfa attend?
David Houle, Cfa attended University Of Colorado Colorado Springs, Cfa Institute.
What are some of David Houle, Cfa's interests?
David Houle, Cfa has interest in Christianity, Skiing, Entrepreneurship, Drumming, Investing, Wine.
What skills is David Houle, Cfa known for?
David Houle, Cfa has skills like Investments, Portfolio Management, Risk Management, Wealth Management, Asset Management, Investment Advisory, Business Valuation, Capital Markets, Financial Modeling, Technical Writing, Asset Managment, Cfo Work.
Who are David Houle, Cfa's colleagues?
David Houle, Cfa's colleagues are Obrien Lweendo, Said Ridha, Joanne Ludos.
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