David Becker Email & Phone Number
Senior Managing Director @ 1834 Investment Advisors Co.
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David Becker Location
- Milwaukee, WI, US
David Becker Work
- 2023 -now Senior Managing Director @
- 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 @
David Becker Education
- Wisconsin School of Business
M.S. (Finance)
1994-1996 - Wisconsin School of Business
BBA (Accounting)
1987-1991 - New Berlin West 1983-1987
David Becker Skills
- Portfolio Management
- Mutual Funds
- Wealth Management
- Asset Managment
- Asset Management
- Alternative Investments
- Asset Allocation
- Retirement Planning
- Investments
- Equities
- Investment Advisory
- Investment Management
- Securities
- Investment Strategies
- Hedge Funds
- Strategic Planning
- Financial Analysis
- Finance
- Leadership
- Strategy
- Business Development
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 on RocketReach.
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Top 1834 Investment Advisors Co. Employees
Tom Weizenegger
Managing Director, Investment Management
Minneapolis, MN, US
Brad Dirksen
Sr. Retirement Plan Consultant
Minneapolis, MN, US
David Becker
Senior Managing Director
Milwaukee, WI, US
Mike Skinner
Senior Managing Director
Des Moines, IA, US
Jamie Lyle
RPS Investment and Education Product Consultant
Des Moines, IA, US
Matt Lemay
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Saint Paul, MN, US
Jonathan Lofquist
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