
Dave Hutchison, CFA
David Hutchison, CFA, is Partner & Financial Adviser at Triad. With experience at major firms and as a founder of his own investment firm, he brings both institutional insight and personal dedication to clients.
I joined Triad in 2013 after working with several larger investment management firms. In between these roles, I founded a small investment firm which enabled me to bring big firm experience to bear for my clients. Triad provides me with this same opportunity to serve our clients but with added scale and capabilities.
I have a B.A. from Macalester College and an MBA from USC’s Marshall School of Business. While at USC, I was one of a select group of students assigned to manage a portion of the University’s endowment. I am a CFA charterholder and a member of both CFA Institute and CFA Society Orange County. I’m also a member of CalOptima Health’s Investment Advisery Committee.
My wife Brooke and I have two sons, Charlie and Tommy. Charlie attends the University of Denver, and Tommy attends Wake Forest University. I enjoy swimming, biking and reading.
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