Dave is responsible for the construction, monitoring, and rebalancing of your investment portfolio. Questions regarding your portfolio, such as individual securities, performance, rebalancing, or general economic questions should be directed to your Portfolio Manager.
As Senior Vice President, Managing Director Investments, David Rever, CFA, leads a team of wealth management professionals in the critical functions of economic and investment analysis, portfolio modeling and reviewing fixed income instrument integrity.
David comes to Monroe Bank & Trust with over 20 years of extensive experience as a financial analyst and portfolio manager. His background also includes expertise as a financial planner for high net worth clients. David worked for 13 years as a portfolio manager and analyst at Birmingham, MI based Munder Capital Management, rising to the position of Senior Fixed Income Analyst. He also worked in significant analyst positions at Woodbridge Capital and Comerica Bank. Before entering a career in finance, David helped small business owners and entrepreneurs to plan, finance, launch and grow their businesses as a counselor at the Wayne State University Small Business Development Center. David graduated from Wayne State University in 1988 with a Bachelor of Science degree in Finance and is a CFA® charterholder.