At Accuvest our culture represents a team approach, where our entire team is fully engaged, empowered and involved in providing investment solutions to meet client needs. While we all work hard, we believe in providing everyone on our team the opportunity to have a great quality of life. By continuing to invest in our culture, we are able to draw and keep our best-of-breed talent for years to come.
Our portfolio management team consists of some of the brightest minds in the industry. Their work in pioneering the use of top-down global equity portfolios implemented through single country ETFs has been featured in a variety of engagements and financial publications.
President and Chief Investment Officer
David serves as the President of Accuvest Global Advisors. He heads the Investment Committee and Research teams. David’s responsibilities include oversight of the firm’s asset allocation process, CST investment strategy, country selection model and liquid alternatives portfolios. He began his investment career in 1992 with Merrill Lynch, and then spent 10 years as a consultant with Smith Barney, serving the needs of affluent families, Foundations and Endowments. David graduated with a B.A. in Economics and Spanish Translation from Brigham Young University, and a Master’s Degree in Business Administration, with a concentration in Finance, from the Haas School of Business at the University of California, Berkeley. He earned the Certified Investment Management Analyst designation as well as an Alternative Investments Certificate, both taught under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association. David is a frequent conference speaker on the subjects of global investing, ETFs and country selection. He has been featured on TV, radio and in print media with Bloomberg, CNBC, Fox Business, Wall Street Journal, Morningstar and Barron’s. In 2012 David was recognized with the Honorable Distinction Stephen L. Kessler Writing Award for his whitepaper entitled Global Equity Investing: Do Countries Still Matter?
Managing Director and Senior Portfolio Manager
Brad acts as a Managing Director at Accuvest Global Advisors. He heads Global Strategy for the firm and the portfolio management team. Brad’s responsibilities include investment strategy, asset allocation, portfolio management and security selection. Brad holds these same responsibilities at William Wright Associates, a California Investment Advisor. He earned his MBA in international finance from Thunderbird, The American Graduate School of International Management. Brad has over twenty-five years of investment experience, having joined William Wright Associates in 1985 and has been active in the management of the firm’s client portfolios since that time. Brad earned the Certified Investment Management Analyst designation under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association.
Portfolio Manager and Chief Compliance Officer
David serves as a global equity portfolio manager and a member of the investment committee at Accuvest Global Advisors, where he has worked with the firm’s proprietary country ranking model since joining the firm in 2006. David is responsible for managing the firm’s global business development and marketing teams. He speaks regularly at industry events on the process for building global equity strategies and positioning ETFs in portfolios. In addition to his responsibilities within portfolio management and business development, David serves as the firm’s Chief Compliance Officer, where he is responsible for maintaining firm-wide SEC and GIPS compliance. David joined AGA after completing his bachelor’s degree from the Marshall School of Business at the University of Southern California.
Portfolio Manager, Operations and Trading
Chris serves as Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. He is responsible for the trading and operations for the firm including portfolio modeling, trade execution, account reconciliation, and performance reporting. In his position, Chris has developed significant experience in the management and administration of actively managed ETFs. He has obtained his NASAA Series 65 certification and is a CFA Level 2 candidate. He also has received Advent’s Back Office and Performance Certifications. Chris joined AGA in 2008 after working for William Wright Associates Limited from 2006-2007. He holds a bachelor’s degree from the Marriot School of Business at Brigham Young University with an emphasis in Finance.
Dustin acts as an Associate at Accuvest Global Advisors. He assists in all day-to-day trading and operations for the firm including account reconciliation, rebalancing, billing, and client reporting. His role also includes the preparation of client presentations and he heads all efforts regarding Accuvest’s online manager database presence. In addition, he assists in GIPS verification and holds his Series 65 license. Dustin graduated with a B.S degree in Business Management, Finance from the Marriott School of Business at Brigham Young University.
Rachel serves as a Compliance Analyst at Accuvest Global Advisors. She is a member of Accuvest's Compliance team and handles the day-to-day compliance management of the firm. Rachel is responsible for implementing and maintaining the firms policies and procedures for both SEC and GIPS© compliance. Additionally, she developed Accuvest’s human resource program. Rachel joined Accuvest in 2012 and is an active member of the National Society of Compliance Professionals. She holds a B.A. in History from the University of California, Santa Barbara.
Business Development Associate
Sean serves as an Associate at Accuvest Global Advisors. He is a member of the business development and marketing teams. Sean’s primary responsibilities include communication with current and prospective clients regarding the firm’s strategy and research updates. Additionally, he is responsible for managing Accuvest’s various social media platforms. Sean joined the firm in 2013 after working for Heffernan Insurance Brokers. He graduated from the University of California, Santa Barbara in 2010 with a degree in Business Economics and a minor in Sports Management.