David Becker, CFA®

David Becker graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration degree in accounting in 1991. He returned to the university and earned a Master of Science degree in finance in 1996, while participating in the school’s Applied Security Analysis program.

From 1991-94, Mr. Becker worked as a staff auditor for Deloitte in its Minneapolis and Milwaukee offices. He then joined Campbell Newman Asset Management, Inc. as an associate director of research from 1996-2001. During his time there, he earned the Chartered Financial Analyst designation.

Mr. Becker joined Northern Oak Wealth Management (now 1834 Investment Advisors) in 2001. He is president of the firm. He is also a former president of the CFA Society of Milwaukee.