David A. Russell, CFA
Senior Investment Strategist | Senior Consultant
39 Years Industry Experience

Mr. Russell is a Senior Portfolio Strategist overseeing the Manager Research Department and Discretionary Services Committee. In addition, Mr. Russell is a Senior Consultant of Investment Performance Services, LLC and is responsible for client relationships in the Mid Atlantic region. In addition, Mr. Russell serves on the Investment Committee helping to formulate strategic policy for the firm. Mr. Russell works on all aspects of client funds including investment policy formulation, asset allocation strategies, and evaluation of investment managers. His manager research responsibilities focus on fixed income and alternative investments. He is a frequent speaker at industry conferences.

Mr. Russell has over 35 years of investment and consulting experience. Mr. Russell joined IPS from Attalus Capital, a hedge fund of funds, where he was a Managing Director and Portfolio Strategist. Prior to that Mr. Russell was a principal and shareholder at Ennis Knupp and Associates, an institutional investment consulting firm, where he was actively involved in all aspects of consulting services with particular emphasis on alternative investments. Mr. Russell also was a senior consultant at Capital Resource Advisors and was vice-president and manager of Institutional Consulting Services for Prudential’s Investment Management Consulting and Research Division.  

Mr. Russell earned a B.A. in Political Science and M.B.A. in Finance from Kutztown University. Mr. Russell is a Chartered Financial Analyst (CFA) and a member of the Institute of Chartered Financial Analysts and the Financial Analysts Society of Philadelphia. Mr. Russell serves as member of Investment Committee of Good Shepherd Rehabilitation Network in Allentown, PA and is on the Board and Executive Committee of Lutheran Theological Seminary at Gettysburg (PA) where he is also the Chairman of Investment Committee of Lutheran Theological Seminary at Gettysburg Foundation.

 
Legal Disclosure - Internal Exchange Email