On Wednesday, November 18th, David H. Smith, CFA, and Derek Schmidt, CFA, CAIA will be…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 24 years of investment experience. He leads the healthcare practice area at Marquette and is a member of the endowments & foundations services committee. 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 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 and is a member of the Economic Club of Chicago.