David Ness serves as the Senior Director of Investment Consulting at bfinance, where responsibilities include supporting global asset owners in implementing investment strategies. Previously, David was the Head of Institutional Investments and an Institutional Portfolio Manager at Crescent Grove Advisors, managing investment portfolios for various institutional clients and contributing to the Investment and Model Portfolio Committees. Prior experience includes roles as Regional Director at BMO Global Asset Management, where David consulted on financial planning, and as an Institutional Portfolio Manager, earning recognition as part of an award-winning team. David also worked in various positions in financial analysis and investment consulting at M&I Investment Management Corp., TD Ameritrade, and Sunstone Financial Group. David holds an MBA in Finance from Marquette University and a Bachelor's degree in Economics from the University of Wisconsin-Green Bay.
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