DAVID D. COX, CFA®
PARTNER
David brings more than 25 years of experience managing investment portfolios for individuals, trusts, family offices, foundations, and pension plans. He partners with clients to align portfolios with purpose, tax considerations, and risk tolerance through market cycles.
David earned a B.S. in economics from Babson College and holds the Chartered Financial Analyst® (CFA®) designation. He is active in the investment community through the CFA Institute and CFA Society of Chicago.
David resides in Chicago’s western suburbs with his wife, Nicole and dog, Sanford. He enjoys cooking, discovering new wines, reading history, and weekends at his Michigan lake house.
