David N. Suckau

Financial Analyst

davidDavid is responsible for investment research, portfolio management and rebalancing, and data analysis.  Prior to entering the investment advisory business, David was an institutional trader for a large investment custodian.

Designations and Education

  • CFA Chartered Financial Analyst
  • B.A., Economics, California State University, Chico


  • David was born in Brazil and moved to central California at an early age.  He is fluent in Brazilian Portuguese.  
  • In his spare time, David enjoys running, sailing and music.