Dave Isaacson
Portfolio Specialist | Equity Owner at Morgan Dempsey Capital Management LLC | Greater Milwaukee
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Dave Isaacson is a seasoned professional with over 30 years of experience in the wealth and institutional investment management industry, currently serving as a Portfolio Specialist and Equity Owner at Morgan Dempsey Capital Management LLC. In this pivotal role, Dave leverages his extensive background to expand existing relationships and cultivate new connections across a diverse range of clients, including Registered Investment Advisors (RIAs), trust departments, investment brokerage firms, and institutional investors. His commitment to fostering strong partnerships is complemented by his strategic insights into market dynamics and investment opportunities.
As a key member of the investment committee, Dave plays an instrumental role in shaping the firm’s three equity investment strategies: Large Cap Value, Micro Cap, and Focused Alpha. His expertise in portfolio management and asset allocation allows him to contribute significantly to the development of investment outlooks that align with the firm’s objectives and client needs. With a proven track record in new business generation, Dave has successfully initiated markets for large banks, demonstrating his ability to identify and capitalize on emerging opportunities within the investment landscape.
Dave’s skills extend beyond traditional wealth management services; he is well-versed in alternative investments and innovative investment strategies that drive performance. His passion for coaching and mentoring wealth portfolio managers underscores his dedication to nurturing talent within the industry, ensuring that the next generation of investment professionals is equipped with the knowledge and skills necessary to thrive. At Morgan Dempsey, Dave Isaacson continues to make a significant impact, blending his extensive experience with a forward-thinking approach to investment management.
Portfolio Specialist | Equity Owner at Morgan Dempsey Capital Management LLC in October 2019 to Present
Chief Investment Officer at Schenck SC in December 2017 to April 2019
Portfolio Manager (Wealth & Institutional) at Johnson Financial Group in April 2016 to December 2017
Senior Investment Strategist/SVP at Wells Fargo Private Bank in May 2014 to February 2016
Regional Investment Manager/SVP at Wells Fargo Private Bank in May 2010 to February 2016
Senior Portfolio Manager at US Trust in September 2009 to May 2010
Regional Investment Manager at U.S. Bank in January 1993 to September 2009
Senior Associate at Windermere Investment Associates in January 1996 to January 1997
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Wealth Management Services
Portfolio Management
Investments
Asset Allocation
Wealth Management
Alternative Investments
Investment Strategies
Asset Management
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Discover more about Morgan Dempsey Capital Management LLCWhat is Dave Isaacson email address?
Email Dave Isaacson at [email protected] and [email protected]. This email is the most updated Dave Isaacson email found in 2026.
What is Dave Isaacson phone number?
Dave Isaacson phone number is +12626192954 and +12622606652.
How to contact Dave Isaacson?
To contact Dave Isaacson send an email to [email protected] or [email protected]. If you want to call Dave Isaacson try calling on +12626192954 and +12622606652. (updated on November 04, 2024)
What company does Dave Isaacson work for?
Dave Isaacson works for Morgan Dempsey Capital Management LLC
What is Dave Isaacson's role at Morgan Dempsey Capital Management LLC?
Dave Isaacson is Portfolio Specialist | Equity Owner
What industry does Dave Isaacson work in?
Dave Isaacson works in the Financial Services industry.
Dave Isaacson Email Addresses
Dave Isaacson Phone Numbers
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