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David Ness
Senior Director
David is a Senior Director and client consultant for bfinance US. With over 20 years of investment management and financial services history, he brings a wealth of experience to the client consulting position at bfinance.
Prior to joining the team at bfinance, he launched the institutional business line for Crescent Grove Advisors where he also was a member of the model portfolio and investment committees. David served in several investment roles within BMO Global Asset Management and M&I Investment Management Corp. With BMO/M&I, he held positions as an institutional portfolio manager, financial analyst, and interim Treasurer of the Marshall Funds. David began his career with Waterhouse Securities where he held roles as an investment consultant and advisor.
David earned his MBA from Marquette University and his undergraduate degree from the University of Wisconsin – Green Bay in Economics. David is a member of the CFA Society of Milwaukee.
More insights from the team:
Liquidity in Infrastructure: How Far Can Semi-Liquid Go?
The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.
Private Markets and the Asset Allocation Imperative
The question of how to integrate private market investments into strategic asset allocation models represents one of the most significant and sensitive issues that allocators face today. This report...
Navigating Potential Pitfalls in ‘Semi-liquid’ Private Equity
Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our...
Manager Intelligence and Market Trends - February 2025
bfinance’s quarterly report in February 2025: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Impact Private Debt: DNA of a Manager Search
The ‘Impact Private Debt’ sector has undergone a significant phase of expansion during the past two years. This report presents an overview of currently available strategies, while an illustrative...
Four Family Office Trends to Watch in 2025
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart?
With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting...
‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears
Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time,...
