David Szatkowski

David Szatkowski has 41 years of experience in portfolio management and investment analysis. He graduated from the University of Wisconsin-Madison in 1971 with a Bachelor of Business Administration degree in finance, investment and banking.

Mr. Szatkowski is a Chartered Financial Analyst and a Chartered Investment Counselor. He began his career in 1971 at R.F. Newman Inc. as a research analyst and assistant portfolio manager. He stayed with the firm through its merger with Campbell Newman Asset Management, Inc.. During his 30 years with Campbell Newman, he held titles of senior portfolio manager, chief compliance officer and managing director.

Mr. Szatkowski joined Northern Oak Wealth Management in March 2008 as senior vice president and senior portfolio manager. He also assists with the firm’s SEC and compliance functions, and he holds stock in the company.