David G. Email & Phone Number

Denver, Colorado, United States

As the Manager of Investment Research, I engage in research and in the construction and oversight of portfolio strategies and client-specific portfolio analysis. I also specialize in the analysis of private investments and alternatives. In addition, my role supports the financial planning team in creating successful long-term strategies for clients. I also participate in working with clients directly and enjoy helping identify, plan for, and achieve their long-term financial goals. Additionally, I continue to maintain and publish The Robo Report™. I am a subject matter expert in the robo advice industry. I have contributed robo advice-related research to, or been quoted in, Barron’s, WSJ, Money, and Forbes, among other publications. I am a CFA charterholder. Outside of the office, I like being outdoors. I am an avid backpacker, hiker, skier, and snowboarder, and enjoys spending time in the wilderness.

Our goal at Backend Benchmarking is to use real account data to empower investors to make better investment decisions. Currently, we publish The Robo Report™, which benchmarks the largest and most popular Robo Advisors. We plan to expand our analysis to other financial products to bring transparency to all corners of the investments landscape. By giving investors unbiased tools, like the Robo Report™, we empower them to make better decisions for their financial futures. We look forward to launching our new personal finance software DigitalAdvice soon as our next step in our mission.

12009 Sheridan Blvd, Broomfield, Co, 80020

1155 Canyon Boulevard

Boulder, Co

• Passed the FINRA Series 7 and 66 brokerage licensing exams.• Completed licensing for Colorado Life and Health insurance.• Completed the Waddell and Reed new advisors training.• Pursued business development opportunities through community education and planning seminars.• Provided investment management and financial planning services.

Shanghai, China

It was a great achievement to host the 2010 International PIPEs and Reverse Mergers Conference in Shanghai at The Hyatt on the Bund.We hosted over 100 small to medium sized Chinese companies seeking to gain access to the US equity markets and brought hundreds of investors who were looking to meet companies in this market and make deals in 2010.

Responsible for tracking and covering the macro economic data in China. Try to keep a constant finger on the pulse of the Chinese economy.

I worked in a genetics lab try working with 4 plant genes that were suspected to code for chaperon proteins. I conducted transfections, ligations, and PCR among other basic genetics lab processes.

Bachelor, Biology, Asian Studies

Chinese Language

Chinese Language

Education record