David Crossman, CFA

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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

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:

Meet David Crossman, CFA | Bedel Financial


BLOG POSTS

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Aug 9, 2021

Tempus Fugit – Time Flies

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.

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May 3, 2021

Know Your Target Date Fund

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.

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Feb 1, 2021

COVID and the Markets – A Year Later

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.

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Nov 2, 2020

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?

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Jul 27, 2020

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.

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May 11, 2020

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?

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Feb 17, 2020

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.

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Oct 14, 2019

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?

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Aug 20, 2019

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.

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Aug 5, 2019

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.

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Jul 15, 2019

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.

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Jun 6, 2019

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.