Profil
Mr. David A. Hernandez, CFA MBA, is a Director of Traditional Manager Search at Marquette Associates, Inc. He has over 16 years of investment experience.
Mr. Hernandez joined Marquette in 2009 and oversees the manager due diligence and recommendation process for all traditional asset classes.
He is the chair of Marquette’s traditional investment manager search committee, works with each of the asset class leads on manager due diligence coverage and priorities, and helps set the priorities and direction for the group.
He is also a member of the firm’s diversity, equity, and inclusion committee, investment committee, and sustainable investing group.
He holds a B.S.
in finance from DePaul University and an M.B.A. from DePaul University’s Kellstadt Graduate School of Business.
He is a CFA charterholder, a member of the CFA Institute, and the CFA Society of Chicago.
Postes actifs de David Andres Hernandez
| Sociétés | Poste | Début |
|---|---|---|
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Analyst-Equity | 01/01/2009 |
Formation de David Andres Hernandez
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
DePaul University
DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Finance |
















