David Becker Location
Milwaukee, WI, US
David Becker Work
- 2023 - now Senior Managing Director @ 1834 Investment Advisors Co.
- 2012 - 2023 President @ Northern Oak Wealth Management, Inc.
- 2001 - 2012 Chief Investment Officer @ Northern Oak Capital Management
- 2007 - 2009 President @ CFA Society of Milwaukee
- 1996 - 2001 Assistant Director of Research @ Campbell Newman
- 1991 - 1994 Senior Auditor @ Deloitte
David Becker Education
- Wisconsin School of Business
M.S. (Finance)
1994 - 1996 - Wisconsin School of Business
BBA (Accounting)
1987 - 1991 - New Berlin West1983 - 1987
David Becker Skills
- Portfolio Management
- Mutual Funds
- Wealth Management
- Asset Managment
- Asset Management
- Alternative Investments
- Asset Allocation
- Retirement Planning
- Investments
- Equities
David Becker Summary
David Becker, based in Milwaukee, WI, US, is currently a Senior Managing Director at 1834 Investment Advisors Co.. David Becker brings experience from previous roles at Northern Oak Wealth Management, Inc., Northern Oak Capital Management, CFA Society of Milwaukee and Campbell Newman. David Becker holds a 1994 - 1996 M.S. in Finance @ Wisconsin School of Business. With a robust skill set that includes Portfolio Management, Mutual Funds, Wealth Management, Asset Managment, Asset Management and more. David Becker has 1 emails and 1 mobile phone numbers on RocketReach.
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Top 1834 Investment Advisors Co. Employees
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22
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David Becker
Senior Managing Director at 1834 Investment Advisors Co.
Milwaukee, WI, US15 -
22
-
Lindsey Riese
Director of Operations at 1834 Investment Advisors Co.
Milwaukee, WI, US12 -
Brad Dirksen
Sr. Retirement Plan Consultant at 1834 Investment Advisors Co.
Minneapolis, MN, US15 -
Alexander Stellema
RPS Relationship Manager at 1834 Investment Advisors Co.
Indianapolis, IN, US1 -
23
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