David W. Morrison, CIMA®

Partner, Institutional and Private Client Advisor at Peloton Capital Management®
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Contact Information
Location
IN

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Credentials

  • Certified Investment Management Analyst®
    Investments & Wealth Institute
  • Series 63 and 65
    FINRA

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner, Institutional and Private Client Advisor
      • Apr 2019 - Present
    • Kuwait
    • Real Estate
    • 1 - 100 Employee
    • Vice President
      • Aug 2011 - Jun 2016
    • United States
    • Investment Management
    • Vice President
      • Feb 2003 - Aug 2011

Education

  • Indiana University Bloomington
    Bachelor of Arts - BA, Economics
    1990 - 1994
  • University of Michigan
    Master of Business Administration (MBA)
    2007 - 2008

Community

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