Mon - Fri 8:00am-4:45pm (216) 771-3450
Mon - Fri 8:00am-4:45pm (216) 771-3450

David Dirk, CFA

David Dirk, CFA

Position: Executive Vice President, Director of Portfolio Management and Trading
Categories: Fixed Income Investment
Location: Our Team

As Director of Portfolio Management and Trading, David M. Dirk, CFA, is responsible for the supervision of all portfolio management and trading activity throughout the company’s suite of Fixed Income and Equity products. Alongside the CIO for Fixed Income, he helps to formulate investment strategy focused on maximizing return and minimizing risk across the spectrum. David’s diligent approach ensures consistency in the application and subsequent evaluation of these strategies.

His dependability to both investors and the company is evidenced by his 25 years of industry experience, having joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in August of 1996.

  • MBA from Case Western Reserve University
  • BA from Baldwin Wallace University
  • CFA Charter Holder
  • Member of the CFA Institute
  • Member of the CFA Society of Cleveland