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David J. Pitsch, CFP®, AIF®® E-mail Dave Pitsch
Managing Director
Midwestern Region Sales Representative
20 years of experience in investment industry
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Mr. Pitsch has over 20 years of experience in the investment industry. Prior to joining Berkeley Capital Management LLC, he was Vice President Regional Sales Director with WEBS (World Equity Benchmark Shares). Previous experience includes Personal and Investment Planning for Hawthorne Credit Union and Vice President Marketing for VanKampen Merritt (predecessor of VanKampen Funds).
David is a CFP® and an AIF®. The AIF® designation is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility. For the past six years, he has conducted numerous seminars for investment advisors, fiduciaries and CPA’s on the topic of fiduciary responsibility and the Uniform Prudent Investor Act. David holds a BS and an MBA in Finance from Northern Illinois University and is also a member of the Financial Planning Association.
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