HORAN Wealth
David Templeton, CFA, is an experienced finance professional currently serving as Principal and Portfolio Manager at HORAN Wealth since June 2023. Prior to this role, David worked at HORAN Capital Advisors from May 2010 to June 2023, focusing on portfolio construction, security selection, and investment policies. David's extensive career also includes positions as Vice President and Portfolio Manager at Fifth Third Bank from December 2002 to May 2010 and at PNC Advisors from October 1991 to December 2002. David holds an MBA in Accounting from Xavier University's Williams College of Business and a BS in Finance from Indiana University's Kelley School of Business.
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HORAN Wealth
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.