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.