Founder and CEO, Swell
Dave invests in all of Swell’s portfolios. The Disease Eradication portfolio is especially important to him because he and his family have been impacted by cancer and type 1 diabetes.
As Swell’s founder and CEO, Dave sets Swell’s strategic vision and leads the impact, portfolio management and development teams. He brings with him more than 15 years in financial services. Swell is shaped by Dave’spassions for educating people in financial literacy, smart and responsible investing and social and environmental
Dave joined Pacific Life in 2008 as a director in the Investment Management Division and rose to assistant vice president in Corporate Development where he was responsible for merger and acquisition valuations. It was here that Dave noticed a pattern: Companies that were prioritizing values were also carrying higher valuations.
What began in 2012 as a nights-and-weekends passion project dedicated to making values-driven investing more accessible became Dave’s full time job in 2016 when his longtime employer, Pacific Life, agreed to incubate Swell.
Prior to joining Pacific Life, Dave served as a senior associate at Mercer. He was responsible for advising Fortune 500 pension plan sponsors on funding, plan design, asset-liability management and risk management strategies. Santa Monica-based Dave holds an MBA from UCLA Anderson School of Management and a bachelor’s degree in actuarial science from Ball State University. Dave is a Chartered Financial AnalystŪ charterholder, Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.