Dave West, CFA

  • Bachelor of Business Administration, Finance, Stetson University
  • CFA® Charterholder
    Orlando Financial
  • FBA Trust School Graduate

Dave West is a Senior Consultant at AndCo. He has over 32 years of financial industry experience. He provides all aspects of the Firm’s consulting services. Advising over $2.5 billion of institutional assets, his consulting experience encompasses work in both strategic and tactical asset allocation strategy, process development and oversight, and policy documentation for public and private pension, operating, and foundation clients.  He offers a well-grounded knowledge of practical LDI portfolio construction.

Dave is a founding Member of the Bogdahn Group Partnership and has recycled his ownership units back into AndCo Consulting for the next generation of owners.   As one of the initial partners, he was an instrumental collaborator in the development of the early philosophies and deliverables of the organization. He is also a founding member of the Firm’s Investment Policy Committee, Dave served as Chairman to the Committee for several years.

Dave brings diversity of experience encompassing a dual career path in institutional client consulting, and in portfolio management of institutional client assets as a former buy side investment manager.

Dave first started his career as an investment manager, his buy side portfolio management experience includes portfolio management under both equity and fixed income disciplines, as well as in strategic asset allocation management. Dave served as both co and lead portfolio manager on multiple mutual fund strategies earning coveted Morningstar rankings, as well as on separate account mandates for institutional clients across the country. His mutual fund experience includes several prospectus level fund formations, including originations and portfolio management of Fixed Income strategies, and of Target Date Fund strategies for Defined Contribution investment programs.

Dave is a frequent conference speaker and serves on the Advisory Board, and Education Committee for the Florida Public Pension Trustees Assoc.