CFA® | Senior Managing Director, 1834 Investment Advisors Co.
David Becker has more than 25 years of experience working in financial services and wealth management. In his role as the Senior Managing Director of 1834 Investment Advisors Co., David 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.
Prior to coming here, David 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.
David’s clients can count on him to:
- Provide a high-level of service through effective communication and customization
- Have a genuine interest in their goals
- Provide strategic and comprehensive solutions
David 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.
Outside of work, David can be found golfing, skiing and hiking.