Dave Bonaccorso

Dave Bonaccorso, CFA has extensive experience in the financial industry, including roles such as Senior Vice President - Treasurer and Vice President of Investment Portfolio Management. Dave has worked with notable companies such as Bank of Marin, Mechanics Bank, Rabobank N.A., Wells Fargo Securities, FIG Partners, Keefe Bruyette, and Woods, and Hoefer & Arnett. Dave has a strong background in fixed income sales, balance sheet management, and investment portfolio management. Dave is skilled in financial analysis, credit analysis, and project management.

Dave Bonaccorso, CFA has a Bachelor of Science (BS) degree in Business Administration with a focus on Finance from the University of Southern California. Dave also holds a Bachelor of Arts (BA) degree in Philosophy with a concentration in Ethics and History from the same university. In 2021 to 2022, they pursued a Master of Science (MS) degree in Accounting from the Gies College of Business at the University of Illinois Urbana-Champaign. Additionally, Dave has obtained several certifications including the Chartered Financial Analyst (CFA) charter from the CFA Institute, as well as certifications in Equity Essentials and Fixed Income Essentials from Bloomberg LP. Dave also holds the Series 63 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA). Dave attended Bellarmine College Preparatory, but no degree information was provided for this institution.