David Webb, MBA, CFA®
Integrated Wealth Advisor at Carlson Capital Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Minneapolis, Minnesota, United States, US
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Credentials
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Certificate in Financial Planning
University of St. ThomasJan, 2015- Nov, 2024 -
Chartered Financial Analyst®
CFA InstituteJan, 2004- Nov, 2024
Experience
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Carlson Capital Management
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United States
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Financial Services
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1 - 100 Employee
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Integrated Wealth Advisor
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Aug 2023 - Present
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JNBA Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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Director of Investment Management
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Apr 2019 - Apr 2023
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The Johnston Group
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Greater Minneapolis-St. Paul Area
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Chief Investment Officer
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Feb 2017 - Mar 2019
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Wells Fargo Private Bank
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United States
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Financial Services
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700 & Above Employee
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Portfolio Manager
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Feb 2011 - Dec 2016
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Wade Financial Group
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Minneapolis, MN
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Co-Portfolio Manager
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Oct 2009 - Aug 2010
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Riverbridge Partners
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United States
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Investment Management
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1 - 100 Employee
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Senior Research Analyst
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May 2004 - May 2009
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Baird
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United States
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Financial Services
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700 & Above Employee
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Equity Research Analyst
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Jan 2000 - Jul 2003
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Education
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University of Minnesota - Carlson School of Management
MBA -
University of St. Thomas - Opus College of Business
Certificate in Financial Planning -
Wisconsin School of Business
BBA -
Southwest High School
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University of Wisconsin-Madison
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