WestPoint Financial Group
David Brennan, MBA, CFA is currently serving as the Chief Investment Officer at WestPoint Financial Group. Prior to this, they worked as a Portfolio Strategist at Oxford Financial Group, Ltd. and as a Financial Advisor at Ameriprise Financial Services, LLC. David has also held positions as a Financial Analyst at Getman Corporation and Corporate One Federal Credit Union. In addition, they have gained experience as a Financial Planning Intern at LVM Capital Management and as a Bank Teller at Advia Credit Union. David's early career included roles as the Director of Baseball Operations at Western Michigan University and as a Coach at Twin City Prospects Baseball. David has also played as a Pitcher for the Western Michigan Baseball Team.
David Brennan, MBA, CFA, holds a Master of Business Administration (MBA) degree in Business Administration and Management, with a focus on Finance, which they earned from Western Michigan University. David completed their MBA program from 2015 to 2017.
Prior to their MBA, Brennan obtained a Bachelor of Science (B.S.) degree in Kinesiology and Exercise Science from Western Michigan University. David studied in this field from 2010 to 2014.
Furthermore, Brennan has acquired additional certifications to enhance their skillset. David successfully completed the course "Speaking Confidently and Effectively" offered by LinkedIn, obtaining the certification in December 2022. Moreover, they have obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in August 2022.