David, Hart, CFP®
Vice President, Wealth Management
I joined Michigan Money Management in 2021 after spending the early part of my career working for Guggenheim Investments in Chicago, where I most recently held the title Regional Vice President. In that role, I was responsible for business development and intermediary initiatives of Guggenheim’s core fixed income and multi-credit strategies to family offices, private wealth management teams, and institutional consultants. During my tenure at Guggenheim, I was able to develop expertise in Fixed Income, specifically Asset-Backed Securities, CLOs and Whole-Business Securitization.
After nearly a decade in Chicago, my wife, Kathleen, and I decided it was time for a homecoming. While exploring my options, I met Tom and the Team at Michigan Money Management and it became clear that this was where I wanted to be.
In my current role I am responsible for all aspects of the client service and investment due diligence. Along with Tom, I help guide the team's wealth management practice, where we are both actively involved in developing each client's customized strategic portfolio allocations to help clients achieve their financial goals short term and long term. Additionally, I am responsible for performing initial and ongoing investment manager selection and asset allocation modeling.
I received my bachelor's degree from Central Michigan University, and maintain the Series 7 and 66 FINRA registrations.
My wife, Kathleen, and I recently purchased a home in Okemos and look forward to becoming a part of the community. In our free time, Kathleen and I enjoy traveling, cooking, wine, golf and spending time outdoors.