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Thursday, 03 April 2014 11:54

David Chu, CFA, CMT

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DAVID CHU, CFA, CMT DAVID CHU, CFA, CMT EQUITY RESEARCH ANALYST

704-464-5990

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David Chu, CFA, CMT

David began his investment career as a research analyst for Wells Fargo Bank in Winston-Salem, NC in 1990. David brings extensive portfolio management, analysis and research experience gained from his 25+ years in institutional investment management. David complements his deep fundamental background with technical analysis, quantitative analysis and macro analysis. He holds both the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) designations.

David worked in portfolio management and research at Wells Fargo, Bank of America, Morgan Stanley, Invesco, and Emerald Asset Management in various locations including Winston-Salem, Charlotte, Denver, and suburban Philadelphia.

David earned a B.S.E (Industrial Engineering) from the University of Michigan and a MBA in finance/management from The Wharton School at the University of Pennsylvania.

David has been active in his community by serving as a non-profit board member for a ministry serving domestic violence in Denver and a hospice in Philadelphia. He has also been involved in children's ministry for 15 years, currently teaching 3rd grade at his local church. He is also currently a community educator for the Alzheimer's Association in Charlotte. David and his wife, JoAnn, have two grown children, Michael and Jeffrey.

David is the lead portfolio manager for the Income and Tactical Opportunity Equity Strategies at Willingdon and is actively involved in the other equity strategies as well. 

Additional Info

  • position: Equity Research Analyst
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