David Templeton, Cfa

David Templeton, Cfa Email and Phone Number

Principal and Portfolio Manager @ HORAN Wealth
Cincinnati, OH, US
David Templeton, Cfa's Location
Cincinnati, Ohio, United States, United States
David Templeton, Cfa's Contact Details

David Templeton, Cfa work email

David Templeton, Cfa personal email

About David Templeton, Cfa

Since 1948, HORAN Wealth has been crafting customized plans that protect and enhanceyour wealth. Our mission, however, extends far beyond mere financial planning. We believethat true wealth creates a better quality of life for our clients and their families.We strive to build genuine, lasting relationships and provide an exceptional experience withevery interaction, helping you achieve your goals and aspirations.Our comprehensive wealth services for individuals, families and employers addressessential needs, including Investment Management, Financial Planning, Retirement PlanConsulting and Risk Management. With locations in Cincinnati, Ohio and Fort Mitchell,Kentucky, HORAN Wealth serves both corporate and individual clients in 50 states.Through our premier national partnerships with M Financial Group and Retirement PlanningAdvisory Group, we bring the best services, resources and value to our clients. Ourintegrity, commitment to excellence and industry knowledge are foundations upon whichHORAN Wealth has built a reputation for delivering high-quality products and services.Visit https://horanwealth.com/ to learn more.

David Templeton, Cfa's Current Company Details
HORAN Wealth

Horan Wealth

View
Principal and Portfolio Manager
Cincinnati, OH, US
Website:
horanwealth.com
Employees:
48
David Templeton, Cfa Work Experience Details
  • Horan Wealth
    Principal And Portfolio Manager
    Horan Wealth
    Cincinnati, Oh, Us
  • Horan Wealth
    Principal & Portfolio Manager
    Horan Wealth Jun 2023 - Present
    Cincinnati Metropolitan Area
  • Horan Capital Advisors
    Principal And Portfolio Manager
    Horan Capital Advisors May 2010 - Jun 2023
    Cincinnati, Ohio Area
    Work with clients in portfolio construction, security selection, development of investment policies and portfolio allocation strategies.
  • Fifth Third Bank
    Vice President
    Fifth Third Bank Dec 2002 - May 2010
    Portfolio Manager
  • Pnc Advisors
    Vice President
    Pnc Advisors Oct 1991 - Dec 2002
    Portfolio Manager

David Templeton, Cfa Skills

Portfolio Management Investments Financial Advisory Asset Allocation Alternative Investments Investment Strategies Equity Research Asset Managment Valuation Wealth Management

David Templeton, Cfa Education Details

Frequently Asked Questions about David Templeton, Cfa

What company does David Templeton, Cfa work for?

David Templeton, Cfa works for Horan Wealth

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

David Templeton, Cfa's current role is Principal and Portfolio Manager.

What is David Templeton, Cfa's email address?

David Templeton, Cfa's email address is da****@****soc.com

What schools did David Templeton, Cfa attend?

David Templeton, Cfa attended Xavier University - Williams College Of Business, Indiana University - Kelley School Of Business.

What are some of David Templeton, Cfa's interests?

David Templeton, Cfa has interest in Reading, Golf, Sailing, Investing.

What skills is David Templeton, Cfa known for?

David Templeton, Cfa has skills like Portfolio Management, Investments, Financial Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Equity Research, Asset Managment, Valuation, Wealth Management.

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