David Ness Email & Phone Number

Greater Chicago And Milwaukee

bfinance is an independent, privately-owned, financial services firm that supports asset owners around the globe on the implementation of investment strategy, from fund manager research and selection to portfolio design and monitoring.

Greater Milwaukee Area

As Head of Institutional Investments and an Institutional Portfolio Manager with Crescent Grove Advisors, I managed portfolios of investments for foundations, endowments, donor advised funds and other institutional clients. In addition, I served on the Investment Committee and Model Portfolio Committee which built, implemented and maintained a high quality, open architecture investment platform.

Greater Milwaukee Area - National Coverage

As a Regional Director of the BMO Affiliate channel, I acted as a consultant to help financial and investment professionals identify, learn and grow their business by focusing on the entire client financial planning process to ensure a sound financial, investment and goal oriented future for their clients. This consultative approach helps financial and investment professionals identify decisions needed to help their clients ensure they meet their specific, customized, and ongoing financial and invest goals.

Greater Milwaukee Area

As an Institutional Portfolio Manager, I was a member of the 2012 Lipper Small Company (<$50B) Fixed Income Manager of the Year Award winning team. My responsibilities were an ongoing book of institutional accounts. This included managing accounts and performing all meetings and presentations with Institutional clients presenting specific performance, attribution, holdings, buy/sell rationale, and all other client specific requests. The institutional client meetings and presentations included sector analysis, yield curve positioning, credit quality weights, duration targeting, economic and market review and forecasting. In addition, analytical papers and emails explaining performance in specific funds and separate accounts was done on a proactive quarterly basis. I also wrote the quarterly fixed income market commentary for publication and website posting.Another area of responsibility was in the creation and development of investment policies with on-going analysis and consultation based on the clients specific goals. These objectives varied greatly based on the type of client (corporate, foundation, endowment, government, not for profit, school district, college, university, etc.) The consistent review created a mutual understanding of the expected investment portfolio structure and reporting.Working closely with other portfolio managers, fund managers, investment managers and executive management helped me gain an unrivaled level of fluidity and coordination when leading meetings with the Firm’s largest institutional and potential clients. The fixed income market was certainly challenging, especially going through the economic and market downturn of 2007-2009, but it certainly solidified some strong relationships and provided and unequaled level of education that cannot be replicated.

Milwaukee

Interim Marshall Funds Treasurer - Financial Analyst - Institutional Sales Coordinator• Interim Treasurer Marshall Funds (8 billion in fund assets under management)• Analyzed expenses and profitability• Prepared and monitored Marshall Funds annual budget and monthly management reports• Oversight of Annual Report, Prospectus, SAI and NSAR production• Certified all statements within Sarbanes-Oxley requirements• Developed and maintained accounting system for all mutual fund expenses• Managed conversion of sub-advisor split for International Fund Assets• Maintained constant communication between fund managers and institutional staff• Verified accuracy of information: performance, composites, holdings, characteristics, etc.• Analyzed outside Investment Managers for acquisition potential

Orlando, Florida Area

Provided financial and investment advice to clients through asset allocation, stocks, bonds, fixed income, mutual funds, options, etc

Greater Milwaukee Area

Greater Milwaukee Area

Green Bay, Wisconsin Area

Master Of Business Administration (Mba), Finance

Bachelor’S Degree, Economics