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.
- 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.
- Contributing writer to employer quarterly newsletter.
- Endowment Chair, Asbury United Methodist Church.
- Former Treasurer, Kiwanis Incredible Duck Splash.
More fun facts about Dave:
The most important thing about college savings was to begin. I do not know about other parents, but for me, one of my first thoughts after regaining my senses was about the cost of college.
Not all target-date funds are the same. Investors choose a fund that roughly coincides with their planned retirement year, and over time, the funds adjust their holdings and become more conservative.
After a surprisingly strong 2020, the stock market continued to perform well through most of January. No one knows what the rest of the year holds, so make sure that your portfolio reflects your long-term goals.
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?
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.
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?
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.
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?
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.
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.
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.
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.