On Wednesday, September 25th, David H. Smith, CFA, will be speaking at “529 Conference: Uncovering the most effective…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 22 years of investment experience. He serves as the lead investment consultant on 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, an M.B.A. in finance from the University of Chicago’s Booth School of Business.
Dave is a CFA charterholder and serves on the board of directors of the CFA Society of Chicago. He is co-chair of the Investment Management Alumni Roundtable at the University of Chicago’s Booth School of Business, serves on The Goodman Theater Scenemakers Board, and is a member of the Economic Club of Chicago.