While still at the Booth School of Business at the University of Chicago completing his MBA in Analytic Finance and Statistics, David worked for SBC O’Connor (subsequently UBS) in their newly-launched emerging Alternative Asset Management business. His role included the empirical analysis of hedge fund returns leading to a proprietary Bayesian-analysis hedge fund- of-fund model (“NewMAT”), which became the basis for the SBC (now UBS) Multiadvisor Portfolio. David moved to London as the quantitative analyst and head of options execution at the SBC (subsequently UBS) Currency Portfolio, a global macro hedge fund. His role included trading in spot FX, vanilla and exotic FX options, as well as fixed income and futures.

After UBS he joined the burgeoning structured finance space with Zurich Capital Markets, who were among the first to offer structured hedge-fund linked products such as principal-protected notes, Black Scholes call options, CFOs, and  BOLI/COLI/IOLI structures. He subsequently moved to the buy-side as Head of Structured Solutions for Ivy Asset Management (a subsidiary of BNY Mellon).

After the Great Financial crisis, David left Wall Street for Main Street where he became the CFO of a medical IT firm, MBS/Net Inc., leading a private-equity fundraising and then successfully selling to another private-equity-funded firm, MedSphere. David helped Medsphere raise debt capital from venture lenders.

Now a full-time professor of Finance (rank of Lecturer) at the Ambassador Crawford School of Business and Entrepreneurship at Kent State University, his teaching focuses on fixed income analysis and investment, financial derivatives and structured products, credit analysis, and financial modeling (intro and advanced), as well as financial markets and institutions.

David received his MBA in analytical finance and statistics from the Booth School of Business at the University of Chicago and his undergraduate degree in finance and honors economics magna cum laude from Miami University.