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Arete Team

David Robertson

David Robertson, CFA serves as the CEO and lead Portfolio Manager for Arete Asset Management, LLC. Dave has been dedicated to the investment management business for twenty years having analyzed stocks in a wide variety of size and style categories. Early in his career, he worked intimately with a sophisticated discounted cash flow valuation model developed by Callard, Madden and Associates which shaped his skill set and investment philosophy. Since then, he has worked on large, institutional portfolios as well as those of high net worth individuals. Recent experiences include starting up a mid cap core institutional product at Credo Capital Management and managing the Ark mid cap fund at Allied Investment Advisers prior to its acquisition by M&T Bank.

Having worked his way through Grinnell College, the CFA program, and the evening program at Kellogg, Dave is intimately familiar with balancing the need for capital preservation with the desire to exploit market opportunities as they arise. He majored in math with extensive studies in economics and philosophy at Grinnell. At Kellogg, Dave majored in finance, marketing, and international business while completing the CFA program concurrently. Dave serves as Co-chair of programs for the Baltimore CFA Society and serves on the Investment Subcommittee for United Cerebral Palsy, Central Maryland. He has lived in Baltimore since 2000.