David Hallman, CFA®Vice President, Investment Oversight and Operations
What's your dream for the company?
My dream is that we are recognized as a success story—the industry leader and respected brand—and known for always putting the clients first.
What are three words people use to describe you?
Dependable, insightful, loyal.
When you are not working, what do you care about most?
My family, my friends, and serving as a mentor to other people.
What's your MoneyMind®?
David is a member of the Investment Management Department and oversees the Investment Operations Department and Investment Oversight for all assets not on the Central Investment Management Platform. This includes high-net-worth assets. David is a voting member of the Investment Oversight Committee and chairs both the Locally Managed Investment Committee and the Trading Oversight Committee. David earned a BBA and an MBA at the University of Texas at Austin and holds the Chartered Financial Analyst designation.