Join us for our last Study Group for 2024! Daniel Campbell from Waypoint Wealth Partners will be discussing the 4 Questions every investment strategy must answer.
Dan Campbell, CFA Director of Investments at Waypoint Wealth Partners Colorado Springs, Colorado, United States
I believe that if we can change the way people think about risk, we can help them make better investment decisions.
Experience Waypoint Wealth Partners Director of Investments August 2024 - Present (3 months) What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax or legal advice.
Buckingham Wealth Partners 10 years 6 months Investment Strategy Advisor January 2023 - August 2024 (1 year 8 months) Colorado Springs, Colorado, United States Sr.
Investment Strategist August 2021 - December 2022 (1 year 5 months) Colorado Springs, Colorado, United States Manager,
Investment Analysis January 2017 - August 2021 (4 years 8 months) Colorado Springs, Colorado, United States
Investment Strategist January 2016 - December 2016 (1 year) 8182 Maryland Avenue, Suite 500, Clayton, MO 63105
Investment Analysis Specialist March 2014 - December 2015 (1 year 10 months) 8182 Maryland Avenue, Suite 500, Clayton, MO 63105 Boeing Page 1 of 2 5 years 5 months
Financial Planning Analyst August 2012 - March 2014 (1 year 8 months)
Business Systems Analyst January 2011 - August 2012 (1 year 8 months)
Business Planning Analyst November 2008 - January 2011 (2 years 3 months)
Education
Washington University in St. Louis Masters, Finance · (2009 - 2011)
Truman State University BS, Economics · (2004 - 2008)
Speaker: Daniel Campbell, CFA, Director of Investments, Waypoint Wealth Partners
Understanding the differences in investment approaches can be a daunting task, but luckily every investment strategy can be broken down into simple components. With the goal creating a better client experience through more meaningful client conversations around investments, this session unpacks the four questions every investment strategy must answer, how long-term investors should think about these questions and how to leverage this framework to build a cohesive portfolio strategy for your clients.