David Templeton Email & Phone Number
Principal and Portfolio Manager @ HORAN Wealth
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David Templeton Location
- Cincinnati, OH, US
David Templeton Work
- 2023 -now Principal and Portfolio Manager @
- 2010 -2023 Principal and Portfolio Manager @
- 2002 -2010 Vice President @
- 1991 -2002 Vice President @
David Templeton Education
- Xavier University - Williams College of Business
MBA (Accounting)
1986-1988 - Indiana University - Kelley School of Business
BS (Finance)
1981-1984
David Templeton Skills
- Financial Advisory
- Asset Allocation
- Asset Managment
- Treasury
- Program Management
- Equity Research
- Microsoft Excel
- Microsoft Office
- Strategic Planning
- Alternative Investments
- Business Development
- Portfolio Management
- Wealth Management
- Treasury Management
- Investments
- Valuation
- Customer Service
- Investment Strategies
- Project Management
David Templeton Summary
- David Templeton, based in Cincinnati, OH, US, is currently a Principal and Portfolio Manager at HORAN Wealth. David Templeton brings experience from previous roles at HORAN Capital Advisors, Fifth Third Bank and PNC Advisors. David Templeton holds a 1986 - 1988 MBA in Accounting @ Xavier University - Williams College of Business. With a robust skill set that includes Financial Advisory, Asset Allocation, Asset Managment, Treasury, Program Management and more. David Templeton has 3 emails and 1 mobile phone numbers on RocketReach.
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