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David Templeton, Cfa Email & Phone Number
Principal and Portfolio Manager
at
HORAN Wealth
1 work email found
@horanassoc.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Portfolio Manager
Location
Cincinnati, Ohio, United States
Company size
Who is David Templeton, Cfa? Overview
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Quick answer
David Templeton, Cfa is listed as Principal and Portfolio Manager at HORAN Wealth, a with 48 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at horanassoc.com and a matched LinkedIn profile for David Templeton, Cfa.
David Templeton, Cfa previously worked as Principal & Portfolio Manager at Horan Wealth and Principal and Portfolio Manager at Horan Capital Advisors. David Templeton, Cfa holds Mba, Accounting from Xavier University - Williams College Of Business.
Company email context
Email format at HORAN Wealth
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*@horanassoc.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Templeton, Cfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Portfolio Management, Investments, Financial Advisory, Asset Allocation, and 6 others.
Current workplace
David Templeton, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Horan Wealth
5 roles
David Templeton, Cfa work experience
A career timeline built from the work history available for this profile.
Principal & Portfolio Manager
Current
Jun 2023 - Present
Principal And Portfolio Manager
Work with clients in portfolio construction, security selection, development of investment policies and portfolio allocation strategies.
May 2010 - Jun 2023
Dec 2002 - May 2010
Oct 1991 - Dec 2002
2 education records
David Templeton, Cfa education
Mba, Accounting
Bs, Finance
FAQ
Frequently asked questions about David Templeton, Cfa
Quick answers generated from the profile data available on this page.
What company does David Templeton, Cfa work for?
David Templeton, Cfa works for HORAN Wealth.
What is David Templeton, Cfa's role at HORAN Wealth?
David Templeton, Cfa is listed as Principal and Portfolio Manager at HORAN Wealth.
What is David Templeton, Cfa's email address?
AeroLeads has found 1 work email signal at @horanassoc.com for David Templeton, Cfa at HORAN Wealth.
Where is David Templeton, Cfa based?
David Templeton, Cfa is based in Cincinnati, Ohio, United States while working with HORAN Wealth.
What companies has David Templeton, Cfa worked for?
David Templeton, Cfa has worked for Horan Wealth, Horan Capital Advisors, Fifth Third Bank, and Pnc Advisors.
How can I contact David Templeton, Cfa?
You can use AeroLeads to view verified contact signals for David Templeton, Cfa at HORAN Wealth, including work email, phone, and LinkedIn data when available.
What schools did David Templeton, Cfa attend?
David Templeton, Cfa holds Mba, Accounting from Xavier University - Williams College Of Business.
What skills is David Templeton, Cfa known for?
David Templeton, Cfa is listed with skills including Portfolio Management, Investments, Financial Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Equity Research, and Asset Managment.
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