David Crossman, CFA
Sr. Portfolio Manager
As a portfolio manager, I design and manage investment portfolios for our clients to ensure their asset allocations are in line with their unique financial situation and that their investments support both their short- and long-term goals. Through ongoing research, I help identify and track appropriate investment vehicles for use in client portfolios. I am able to stay abreast of the ever-changing market conditions to understand when a change/adjustment is needed in our clients' holdings.
Personal Investment Management Experience
- Over fifteen years of experience in investment management.
- Extensive experience analyzing individual stocks.
Career History
- Bedel Financial Consulting, Inc., Senior. Portfolio Manager
- Kirr, Marbach & Co., Senior Research Analyst
- Reams Asset Management Co., Senior Equity Analyst
Educational and Professional Designations
- Awarded Chartered Financial Analyst designation.
- Master of Business Administration, Finance, Vanderbilt University, May 1997.
- Bachelor of Arts, Economics, Duke University, May 1990.
Professional Activities & Accolades
- Member, CFA Institute.
- Member, CFA Society of Indianapolis.
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly, 2018
Publishing
- Contributing writer to employer quarterly newsletter.
Community Activities
- Endowment Chair, Asbury United Methodist Church.
- Former Treasurer, Kiwanis Incredible Duck Splash.
More fun facts about Dave:
BLOG POSTS
What's a SPAC?
SPACs, also known as "blank check" companies, have raised over $48 billion this year, and it seems like every day a new one gets announced. But what exactly are they, and how do they work?
Excess 529 Money…hmmm, what to do?
Having money left over in a 529 account may be viewed as a problem, but it is a problem most of us would love to have.
Earnings are Falling: What Does That Mean for the Stock Market?
With large swaths of the economy closed for part of the first quarter, expectations for corporate earnings headed south in a hurry. What does this mean for the stock market?
The Coronavirus - A Useful Reminder for Investors
While the impact of the Wuhan coronavirus may seem temporary and relatively mild, the scare does serve as a useful lesson for investors. It is a good reminder to investors to expect the unexpected and to not act impulsively.
Circling Back on WeWork
In July, WeWork was one of the most talked-about IPOs in years. At that time, we noted that it was too early to say what would happen, but said: “it should be very interesting to watch it all play out.” In the span of 30 days, WeWork went from one of the most-anticipated IPOs of 2019 to an indefinitely delayed IPO and a business looking like it could be in trouble. What went wrong, and what’s next?
Understanding Equity Compensation
Equity compensation can be a confusing topic for many workers, but it’s becoming a more common and accepted method of payment to workers, especially in the tech sector. We explore the types of equity compensation and what a payout might look like for you.
How to Make Tax Efficient Investments
Taxes are an important consideration in investing. They should not be the sole driving force behind investment decisions, but investors should take them into consideration.
Will “WeWork” Work in your Portfolio?
WeWork (now The We Company) is planning for its IPO either later this year or early in 2020. Is WeWork stock a good fit for your portfolio? While it’s still a bit too early to tell if WeWork will be a good buy, we’ve outlined potential issues to be aware of before you decide to buy.
Betting the Farm on Farms
Investing in farmland used to mean purchasing and running a farm. These days, it’s possible to invest in farmland through two different investment structures. We explore both and weigh the pros and cons.
Spin-Offs: A Rude Surprise or Fantastic Opportunity?
Yesterday you had stock worth $100 per share. Today it’s worth 25% less! What happened? Spin-offs might not be a common stock market term for you, but it can be a common practice amongst companies. We’ve defined what a spin-off is, along with how you might expect it to affect your portfolio. Read on for the details…
Roth IRA: Jump Start Your Child’s Retirement Fund
Chances are your teen isn’t thinking about saving for her retirement quite yet. But contributing now to a Roth IRA can give her a leg up on her retirement savings. Unsure if your teen will want to contribute any of her hard-earned money? No worries – anyone can contribute to a Roth IRA on her behalf. Read on for the details and what to watch out for.
What’s Your Retirement Vision?
Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?