Chief Investment Officer, Managing Director
As Chief Investment Officer, David leads Reilly Financial Advisors’ investment committee and is responsible for oversight of the firm’s portfolio management department. He provides strategic direction and tactical strategies for all RFA portfolios. David brings 20 years of portfolio design and investment strategies to the firm. For both individual and institutional clients, David has always focused on long term global investing based on sound fundamental principles. He also places emphasis on tax efficient portfolio management strategies.
In addition to his responsibilities as CIO, David works directly with clients and advises in the areas of investment management, financial planning, tax planning, and estate planning. It is this personal interaction that is critical in keeping the firm’s overall portfolio management function in tune with the specific needs of clients.
Before joining Reilly Financial Advisors in 2013, David was a Portfolio Advisor at a major Wall Street firm, where he worked with high net worth families as well as corporate retirement plan sponsors. Prior to that, David worked as a Portfolio Manager at a boutique investment management firm in San Francisco, serving institutional and ultra-high net worth clientele. In addition to traditional equity and fixed income portfolio management, his investment experience includes the management of hedge fund portfolios, direct investments in private equity, the use of derivatives including options, international equity arbitrage trading, currency hedging, and other complex strategies aimed at capitalizing on opportunities, reducing risk, or both. In support of investment decision making, David has conducted both quantitative, as well as qualitative, analysis including site visits and meetings with company management. Within the framework of Modern Portfolio Theory, these resources are deployed as appropriate in the interests of clients.
David received his bachelor’s degree from the University of California, Los Angeles and spent his junior year studying abroad at Gonzaga University in Florence, Italy. He has earned the Chartered Financial Analyst® (CFA) designation from the CFA Institute and the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. David is an active member of the CFA institute, the CFA Society of San Diego, the Financial Planning Association of San Diego, the Estate Planning Council of San Diego, the North County Estate Planning Council – San Diego, and the UCLA Alumni Association.