Dave Isaacson

Chief Investment Officer, Schenck Investment Solutions
P: 414-465-5562

Expertise

Dave has more than 25 years of experience providing wealth management and financial consulting services. He is skilled in portfolio and asset management, financial analysis, and market trend analysis.

As CIO of Schenck Investment Solutions, Dave drives the investment performance delivery model and then communicates investment results and economic trends to business partners and clients. He is responsible for managing the firm’s investment management platforms and portfolios, including review of capital market expectations and strategy, manager selection and monitoring, and portfolio construction.

Dave is a polished national speaker who presents regularly on topics ranging from the economy and investment markets to the economic ramifications of current events.

Prior to joining SIS, Dave served as a senior portfolio manager for high net worth individuals for Johnson Financial Group, where he also led the alternative investment strategy for the organization.

Accomplishments

  • Repositioned markets and managed talent to grow the investment assets under management from $1.3 billion to $2.7 billion in four years
  • Oversaw the institutional investments for one of the five largest banks in the U.S.

Education

Andersen University, MBA

Bob Jones University, BS, Business Administration

Community involvement

  • Christian Life School, Advisory Committee Member
  • Have Dreams, Former Board & Finance Committee Member
Dave Isaacson's Recent Articles View all

Market conditions decline as threat of government shutdown looms

Investors are watching markets closely as recent declines continued through December in reaction to a number of concerns.

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Market corrections a reaction to rising interest rates

October 2018 market reactions were likely impacted by a dip in market sentiment after a rise in interest rates. Learn how market corrections have reacted in the past and what that might mean for the future.

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