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David Perry

Co-Founder and Managing Director
photo of David Perry

Experience and Education

  • Bachelor of Science in Finance at Northern Illinois University
  • Master of Business Administration with emphasis in Finance at Saint Ambrose University
  • Certified Fund Specialist Designation in 2010
  • Accredited Investment Fiduciary Designation from fi360

Professional Activities and Memberships

  • Was the Vice President of Financial Management Association at NIU

Community Activities and Memberships

  • David enjoys golfing and spending time with his wife, daughter, and two sons
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