David Houle Location
Colorado Springs, CO, US
David Houle Work
- 2011 - now Co-Founder | Director of Wealth Management @ Season Investments
- 2007 - now Co-Founder @ Proper Wines
- 2016 - 2022 Board Member @ Springs Rescue Mission
- 2003 - 2011 Associate Portfolio Manager and Analyst @ Huntley Thatcher Ellsworth, Ltd.
- 2010 - 2011 Associate Portfolio Manager and Analyst @ Mars Hill Partners LLC
David Houle Education
- CFA Institute
Chartered Financial Analyst
2004 - 2006 - University of Colorado Colorado Springs
Bachelor’s Degree (Finance)
1999 - 2003
David Houle Skills
- Investments
- Portfolio Management
- Risk Management
- Wealth Management
- Asset Management
- Investment Advisory
- Business Valuation
- Capital Markets
- Financial Modeling
- Technical Writing
David Houle Summary
David Houle, based in Colorado Springs, CO, US, is currently a Co-Founder | Director of Wealth Management at Season Investments. David Houle brings experience from previous roles at Proper Wines, Springs Rescue Mission, Huntley Thatcher Ellsworth, Ltd. and Mars Hill Partners. David Houle holds a 2004 - 2006 Chartered Financial Analyst @ CFA Institute. With a robust skill set that includes Investments, Portfolio Management, Risk Management, Wealth Management, Asset Management and more. David Houle has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Season Investments Employees
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Elliott Orsillo
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