![David Paul Becker](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Paul Becker
Gestionnaire de Portefeuille-Actions chez
1834 Investment Advisors Co.
Profil
Mr. David P.
Becker, CFA, is a Senior Managing Director at 1834 Investment Advisors Co. In his role, he oversees the day-to-day operations of the registered investment adviser, and also advises clients on investment management solutions across all major asset classes, prioritizing the preservation and growth of client wealth through asset allocation, security selection, and tax and fee efficiency.
He has more than 25 years of experience working in financial services and wealth management.
Prior to joining 1834 Investment Advisors Co., Mr. Becker was the President of Northern Oak Wealth Management, Inc., which was acquired by First Midwest Bank and eventually Old National Bank.
He also worked as a Staff Auditor for Deloitte and an Associate Director of Research at Campbell Newman Asset Management, Inc.
Mr. Becker has a bachelor of business administration degree in accounting, and a master of science degree in finance, from the University of Wisconsin-Madison.
He also earned the Chartered Financial Analyst (CFA) designation.
Postes actifs de David Paul Becker
| Sociétés | Poste | Début |
|---|---|---|
1834 Investment Advisors Co.
 1834 Investment Advisors Co. Investment ManagersFinance 1834 offers portfolio strategies which have been designed to cover the broad spectrum of investment objectives desired by most investors. These include growth, growth and income, and fixed income. These objectives can be achieved by the use of one or more of these portfolio strategies within a client’s investment assets. | Gestionnaire de Portefeuille-Actions | 01/01/2001 |
Anciens postes connus de David Paul Becker
| Sociétés | Poste | Fin |
|---|---|---|
Campbell Newman Asset Management, Inc.
 Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman aims to provide attractive risk-adjusted returns within the tenents of a conservative risk profile. The firm manages two products – Large-Cap Dividend Growth and Small-Cap Growth. Both strategies feature high-quality biased, high conviction portfolios. Client accounts in each strategy are generally managed in accordance with a model maintained by their Investment Committee. Their research process is independent and bottom-up. | Corporate Officer/Principal | 31/12/2000 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 31/12/1993 |
Formation de David Paul Becker
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Campbell Newman Asset Management, Inc.
Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman aims to provide attractive risk-adjusted returns within the tenents of a conservative risk profile. The firm manages two products – Large-Cap Dividend Growth and Small-Cap Growth. Both strategies feature high-quality biased, high conviction portfolios. Client accounts in each strategy are generally managed in accordance with a model maintained by their Investment Committee. Their research process is independent and bottom-up. | Finance |
1834 Investment Advisors Co.
1834 Investment Advisors Co. Investment ManagersFinance 1834 offers portfolio strategies which have been designed to cover the broad spectrum of investment objectives desired by most investors. These include growth, growth and income, and fixed income. These objectives can be achieved by the use of one or more of these portfolio strategies within a client’s investment assets. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
