CFA Charterholder and Investment Manager
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David serves as Investment Manager at Forman Investment Services, specializing in designing and building portfolios.

Before joining FIS in 2013, David was the Chief Investment Officer at Hefty Wealth Partners, where he was responsible for managing portfolios and performing research to drive the firm’s security selections and portfolio allocations. He has served on the foreign exchange currency desk for Republic National Bank, at Bear Stearns on the London based Fixed Income Derivatives Team, and as a Hedge Fund Research Analyst at Morgan Stanley. He has also served on the manager research and portfolio management team at Corbin Capital and as an Equity Analyst for Principled Capital Management.

A graduate of the University of Chicago, David holds both a Bachelor of Arts and a Master of Business Administration degree. He is a member of both the CFA Institute and the CFA Society of Chicago, and holds the Chartered Financial Analyst designation. David has appeared on Bloomberg News and Fox News Business and has contributed to Barrons and the Wall Street Journal.

David is based in Chicago, Illinois, where he enjoys spending time with his wife, Amanda, and their daughter. He also enjoys traveling domestically and abroad, SCUBA diving, tennis, soccer, skiing and is a licensed pilot.