Dave’s investment career began in 1997 at Ford Motor Company. He joined NEPC in January of 2006. Dave is the practice leader for NEPC’s healthcare consultants. Dave’s consulting responsibilities include servicing healthcare systems, endowments, foundations, insurance clients and corporate plans. He is also a member of the Liability-Driven Investing Advisory Group.
Prior to joining NEPC, Dave was employed for thirteen years by Ford Motor Company. While at Ford, Dave managed the Portfolio Management Department, where he led a five person team responsible for investing the firm's global cash and fixed income investments (excess of $50 billion) and pricing Ford Credit’s global commercial paper programs. His responsibilities also included developing fixed income investment strategies (duration and sectors), reporting monthly investment returns and market overviews to the Executive Committee, and ensuring Sarbanes-Oxley compliance of the Portfolio Management Department. Dave also had oversight responsibilities of external asset managers with cash and insurance mandates ($7 billion.) Dave participated on the corporate interest rate forecast committee and executed the company’s debt repurchase program.
Prior to that role, Dave was the internal consultant to Ford’s European Pensions (both defined benefit and defined contribution) in the Pension Asset Management Department. His responsibilities included advising Ford's European affiliates' (12 plans; 7 countries, including Ford UK, Jaguar, Land Rover, Aston Martin, and Volvo) Trustee Boards on asset allocation, manager selection, changes in local government requirements, as well as conducting training sessions. Dave was also a member of the global investment strategy committee for the Ford pension plans.
Prior to his role in Pensions, Dave held a variety of Treasury positions while at Ford, including Corporate Business Development, Long Term Debt Issuance, Investor Relations, Balance Sheet Management and Forecasting, and Risk Management and Insurance.
Dave received an M.B.A. from the University of Detroit Mercy, graduating with Honors. Dave has a Bachelor of Business Administration degree from Temple University, where he graduated cum laude, with majors in Risk Management and Insurance and Finance. He is a Chartered Property Casualty Underwriter, an Associate in Risk Management and a Certified Employee Benefits Specialist.