Prior to joining NWQ in 2000, David spent the previous two years as Principal of Rocky Mountain Investment Advisors, a small cap value manager and investment advisor in Albuquerque, New Mexico. Prior to this, he spent nearly nine years with NM Capital Management, Inc., where he was a Senior Portfolio Manager and Research Analyst. At NM Capital, David was responsible for managing a significant portion of the firm’s assets. Prior to joining NM Capital, he spent six years as a Financial Consultant in the Los Angeles area.

David graduated from the University of Phoenix with a B.S.B.A., and received his Masters degree in Finance, cum laude, from Webster University. David received the Chartered Financial Analyst designation in 1997, and is an active member of the CFA Institute. He is a founding member, and past President, of the New Mexico Society of Financial Analysts. He also holds the Certified Financial Planner designation, which he received in 1988.