Dave serves MOSAIC as a strategy and implementation consultant. His background as a portfolio manager and advisor afford great insight and has been invaluable to the construction of MOSAIC.
David serves as the President of Accuvest Global Advisors. He heads the Investment Committee and Research teams. David’s responsibilities include oversight of the firm’s asset allocation process, CST investment strategy, Country First® and Alpha Brands® investment strategies. He began his investment career in 1992 with Merrill Lynch, and then spent 10 years as a consultant with Smith Barney, serving the needs of affluent families, Foundations and Endowments. David graduated with a B.A. in Economics and Spanish Translation from Brigham Young University, and a Masters Degree in Business Administration, with a concentration in Finance, from the Haas School of Business at the University of California, Berkeley. He earned the Certified Investment Management Analyst designation as well as an Alternative Investments Certificate, both taught under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association (IMCA). David is a frequent conference speaker on the subjects of global investing, ETFs and country selection. He has been featured on TV, radio and in print media with Bloomberg, CNBC, Fox Business, Wall Street Journal, Morningstar, Investor’s Business Daily and Barron’s.