David H. Smith Speaking at 529 Conference 9/19
On Tuesday, September 19th, David H. Smith, CFA, will be speaking at the annual 529 Conference hosted…
Read the full article >David H. Smith is a managing director for Marquette Associates and serves on the firm’s executive committee. An owner of the firm, Dave has been with the company since 2009 and has 26 years of investment experience. He leads the healthcare practice area at Marquette and co-leads the nonprofit services group. Dave serves as the lead investment consultant on several key client relationships.
Prior to joining Marquette, Dave was a vice president of investor relations at Northern Trust Asset Management where he was responsible for servicing large institutional investors. He began his career at the Chicago Mercantile Exchange with a Eurodollar derivatives trading firm.
Dave holds a B.S. in business administration from the University of Richmond and an M.B.A. in finance from the University of Chicago’s Booth School of Business.
Dave is a CFA® charterholder and previously served on the board of directors of CFA Society Chicago. He is a member of the Economic Club of Chicago.
On Tuesday, September 19th, David H. Smith, CFA, will be speaking at the annual 529 Conference hosted…
Read the full article >On Tuesday, September 12, David H. Smith, CFA and Catherine Hillier will be speaking…
Read the full article >On Wednesday, June 14, David H. Smith, CFA will be speaking at the National Association of State Treasurers’ 2023 Treasury…
Read the full article >On Thursday, May 25, David H. Smith, CFA will be speaking at With Intelligence’s Spring Retreat in New Orleans,…
Read the full article >On Wednesday, January 18, David H. Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2023…
Read the full article >On Monday, October 17th, David H. Smith, CFA, will be speaking at the annual 529 Conference, hosted…
Read the full article >On June 7th and 8th, David H. Smith, CFA will be speaking at the National Association of State…
Read the full article >On Tuesday, May 24th, David H. Smith, CFA will be speaking at With Intelligence’s Spring Retreat in Charleston,…
Read the full article >On Thursday, November 4th, David H. Smith, CFA will be speaking at the
Read the full article >On Thursday, October 28th, David H. Smith, CFA, will be speaking at the Fall Healthcare Treasurers’…
Read the full article >On Wednesday, May 12th, David H. Smith, CFA will be speaking at the National Association of State…
Read the full article >On Wednesday, November 18th, Marquette will be speaking at the 43rd Annual Association of Investment Management and Sales Executives (AIMSE)…
Read the full article >On Thursday, September 24th, David H. Smith, CFA, will be speaking at “529 Conference: Required market intelligence for…
Read the full article >On Wednesday, June 17th, David H. Smith, CFA will be presenting as part of the Community Foundation of Northeast…
Read the full article >On Thursday, June 4th, David H. Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives…
Read the full article >On Thursday, May 21st, David H. Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives…
Read the full article >On Wednesday, January 15, David H. Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2020 Professional…
Read the full article >On Wednesday, September 25th, David H. Smith, CFA, will be speaking at “529 Conference: Uncovering the most effective…
Read the full article >On Tuesday, June 18, David H. Smith, CFA will be chairing an Allocators’ Breakfast gathering hosted by Institutional Investor…
Read the full article >On Wednesday, May 22, David H. Smith, CFA will be speaking at the National Association of State Treasurers 2019 Treasury Management…
Read the full article >On Wednesday, October 3, David H. Smith, CFA will be speaking at the Roundtable for Consultants & Institutional Investors in Chicago. Moderating…
Read the full article >On Monday, September 24th, David H. Smith, CFA, will be speaking at the “529 Essentials Seminar” preceding the fifth annual 529 Conference,…
Read the full article >On Tuesday, May 1, David H. Smith, CFA, will be speaking at the Association of Investment Management Sales Executives’…
Read the full article >On Friday, October 6, David H. Smith, CFA, will be speaking at Institutional Investor’s Roundtable for Consultants & Institutional…
Read the full article >On Monday, October 16, David H. Smith, CFA, will be speaking at the fourth annual 529 Conference, “College Financial…
Read the full article >On Tuesday, June 27, David H. Smith will be speaking at the 4th Annual Great Plains Institutional Investor Forum…
Read the full article >On Wednesday, March 8, David H. Smith will be speaking on the Great Expectations of Inflation webcast hosted by…
Read the full article >On Monday, September 12, David H. Smith will be speaking at the third annual 529 Conference in Orlando on structuring…
Read the full article >On Thursday, October 20, David H. Smith will be moderating a panel with Jason Rector, CFA, Funds Alpha Analyst, State…
Read the full article >On Thursday, September 15, David H. Smith will be moderating a panel discussion on the 2016 election hosted by…
Read the full article >On Thursday, August 11, David H. Smith will be speaking at the FIS Group 20th Anniversary Investment Conference in…
Read the full article >On Thursday, June 16, David H. Smith will be speaking at the National Association of State Treasurer’s Treasury Management Training Symposium…
Read the full article >On Monday, April 27 and Tuesday, April 28, David Smith and David Hernandez will moderate two panels at…
Read the full article >On Wednesday, April 22, Dave Smith will speak at the Community Foundation of Northeast Iowa’s Lunch Hour. He will…
Read the full article >On Wednesday May 13th, David Smith and Kweku Obed will speak at the 2nd Annual Midwest Institutional Investors Forum in…
Read the full article >On Monday, September 15, Dave Smith will be speaking at the 529 ‘Essentials’ Seminar hosted by Strategic Insight and…
Read the full article >On Wednesday, October 22nd, Dave Smith will be speaking at the Northeast Iowa Charitable Giving Workshop at Northeast Iowa…
Read the full article >On Wednesday, June 11th, Dave Smith will be speaking at the Community Foundation of Northeast Iowa’s Lunch Hour for…
Read the full article >CHICAGO, January 17, 2014 – Marquette Associates, Inc. today announced the election of four new managing partners to strengthen firm…
Read the full article >Friday, September 13, 2013 — 8:00 AM – 2:00 PM Marquette clients – Please join us to discuss the current market environment,…
Read the full article >CHICAGO, February 25, 2012 – Marquette Associates, Inc. today announced that David H. Smith, vice president, has been chosen as one…
Read the full article >Friday, September 14, 2012 – 8:00 AM – 2:00 PM Nonprofit clients – Please join us for a discussion…
Read the full article >While 529 plans have existed for over two decades, recent developments such as the Achieving a Better Life Experience (“ABLE”)…
Read the full article >One of the newer developments in the defined contribution world, several states have established retirement savings plans for workers…
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