David has over 20 years of diverse experience across multiple-asset classes and investment disciplines. He has been quoted by the Associated Press, Chicago Tribune, CNBC, CNN Money, Financial Times, Fox Business Network, Hedgeweek, IndexUniverse, New York Times, Pension & Investments, Reuters, Ventura County Star, and the Wall Street Journal.
Prior to launching ETF PM in 2007, David was a PIA Portfolio Manager in the Merrill Lynch Global Private Client Group, specializing in absolute return strategies using Exchange-Traded Funds (ETFs).
David also formerly worked as a long-short portfolio manager focusing on the technology sector during the Internet bubble, giving him valuable experience in managing extreme market volatility.
In the late 1990s, David was an institutional research analyst for Bear Stearns in New York. During his tenure with the high-yield bond department, David was instrumental in making his team the top ranked research group in the Broadcasting and Media sector. Prior to his work at Bear Stearns, he gained extensive experience in commercial real estate analysis as a consultant with leading firms in Atlanta including CB Commercial.
David is originally from Long Island, NY. He received a B.B.A. in Accounting from Emory University and an M.S. in Real Estate from Georgia State University. In addition to systematic investing, he is also passionate about education, nutrition, and philanthropy.
J. Edwin Holliday, Advisory Board Member
Mr. Holliday has been in the investment industry for over 30 years. Prior to joining ETF PM in late 2008, he spent 11 years as Regional Vice President for Campbell & Co., one of the oldest and largest absolute return portfolio managers worldwide. Mr. Holliday raised over $1.3 billion in client capital, and he is considered to be an authority on the value of quantitative trading strategies.
Prior to entering the investment industry in 1980, Mr. Holliday sold private and corporate aircraft. He has a Bachelor’s degree in Mechanical Engineering from West Virginia Institute of Technology, and he is also a licensed pilot.
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