David Templeton Email & Phone Number
Principal and Chief Investment Officer @ HORAN Wealth
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David Templeton Location
- Cincinnati, OH, US
David Templeton Work
- Principal and Chief Investment Officer @ (June 2023 - Present)
- Principal and Portfolio Manager @ (May 2010 - June 2023)
- Vice President @ (December 2002 - May 2010)
- Vice President @ (October 1991 - December 2002)
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
- Alternative Investments
- Asset Allocation
- Asset Managment
- Equity Research
- Financial Advisory
- Investment Strategies
- Investments
- Portfolio Management
- Valuation
- Wealth Management
- Treasury
- Program Management
- Microsoft Excel
- Microsoft Office
- Strategic Planning
- Business Development
- Treasury Management
- Customer Service
- Project Management
David Templeton Summary
- David Templeton, based in Cincinnati, OH, US, is currently a Principal and Chief Investment Officer at HORAN Wealth. David Templeton brings experience from previous roles at HORAN Wealth, 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 Alternative Investments, Asset Allocation, Asset Managment, Equity Research, Financial Advisory and more. David Templeton has 4 emails and 1 mobile phone numbers on RocketReach.
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