David is Ehlers’ Chief Compliance Officer and Business Operations Principal, and also leads our Investment Advisory team. David brings decades of experience in operations management through his work across many areas of financial services. He dedicates his time to building results-driven teams who are collaborative and deliver significant value to clients via accurate, ethical and efficient business practices.

As an avid runner, cyclist and triathlete, David loves to set personal goals and work with others to achieve their ambitions. For relaxation, he enjoys spending time outdoors with friends and family.

Areas of Expertise

Regulatory Compliance
Business Operations Management
Brokerage Operations
Underwriting

Education

Bachelor of Science – Finance, Kelly School of Management at Indiana University
Master of Business Administration, St. Thomas University

Professional Affiliations & Memberships

National Association of Municipal Advisors (Compliance Committee Chairman)
Municipal Standards Rules Board (Continuing Education Subject Matter Expert)
Metropolitan Economic Development Council (Former Board Member and Executive Committee Chair)