David Reeser, CFA, CTP, EA

David Reeser serves as the Head of Client Experience. In this role, Dave provides strategic and executional oversight to the Sales Enablement, Client Services, and Reporting Teams. These three teams focus on delivering and supporting a high touch service approach, client retention, and growth objectives. In addition, Dave is responsible for regulatory supervision of registered representatives, risk management, and oversight of the firm’s fixed-rate, fixed-term product.

Dave led the development and launch of the firm’s Environmental, Social and Governance (ESG) investment solution for fixed income portfolios. In this capacity, Dave oversaw ESG data management and data integrity, ESG client reporting, and the creation and execution of sustainable investment solutions. He has also worked with public sector and non-profit organizations to develop or update investment policies/indentures, evaluate cash flow requirements, and to design and implement customized investment strategies for capital and operating funds.

Dave is a CFA Charter holder, Certified Treasury Professional (CTP) and an Enrolled Agent (EA). Dave also holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses.