David holds a Master of Science in Business Analytics from the University of Notre Dame and a Bachelor of Science in Chemical Engineering from the University of Tennessee at Knoxville. He has gained strong research and process development experience. David is assisting Acumen’s Portfolio Management Committee in utilizing various statistical and machine learning techniques to further understand financial market fluctuations.
At the University of Notre Dame, David’s master’s program focused on applying various analytical techniques to large data in order to gain valuable insights and help guide complex business decisions. He served as an equity research analyst in the MBA Finance and Investments Club’s student-led managed portfolio (Golden Dome Fund) valued at around $900,000. Prior to graduate school, David was a process development engineer specializing in packaging for Wacker. Some of his responsibilities were driving benchmarking projects, monitoring, and analyzing statistical process control alarms to assure processes are efficient, and leading a cross functional team to identify and eliminate root cause of defects in packaging processes.
David is working for the Chartered Financial Analyst® (CFA®) designation and is currently studying for Level One. The CFA® consists of three levels of exams, each requiring a recommended 300+ hours of study, minimum of four years of work experience, and multiple letters of recommendation. Exams cover Quantitative Methods, Economics, Financial Reporting and Analysis, Portfolio Management, Wealth Planning, and Ethics. He loves studying financial markets, statistics and modeling and enjoys hiking, camping, exercising in his free time. David has volunteered as a 6th grade tutor for Robinson Community Learning Center weekly via Zoom.