Dave Underwood CFA
Dave Underwood is an experienced financial investment executive and has held leadership roles within substantial organizations in both the private sector and the public sector. He has led successful analytical and asset management teams, established capital management organizations, reorganized two corporate subsidiaries and merged three "40 Act" companies. Dave is recognized throughout institutional investment management for visionary intellect, innovation and sound investment policies that have advanced the practices of asset management. He was one of the earliest to adopt “alternative beta” (”smart beta”) concepts systematically and pioneered the incorporation of risk factors management within multi-class portfolio structures.