Registered Principal, Financial Advisor
David co-founded Kalyx Capital Management in 2016. He prides himself on looking for contrarian opportunities, and enjoys taking advantage of market disconnects. He is extremely passionate about investing, while helping people truly prepare for retirement, and creating a healthy balance for income, growth, and trying to mitigate the downside. David's experience in the financial services industry initially began in 2002. He has his Series 24, 51, 52, 53, 7, and 66.
He has earned the following degrees:
MBA - Masters in Business Administration: University of Oregon, Eugene Oregon, 2002
MBA - International Program: Copenhagen Business School, Copenhagen, Denmark, 2001
BA - International Studies: Western Oregon University, Monmouth Oregon, 1999