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Investment Team:

David Ruff, CFA
Portfolio Manager and Analyst

Past Positions: London Pacific Advisors
Education: BS, Iowa State University

David has more than 17 years of investment management experience.  He serves as portfolio manager and investment analyst for the Berkeley Dividend Equity and SmallMid Core portfolios.  In addition, David designed the investment approach for the SmallMid Core service.  He earned the Chartered Financial Analyst (CFA®) designation, is currently a member of the Association for Investment Management and Research (AIMR) and served as President and director for the Security Analysts of Sacramento.  David previously served as Chief Investment Officer for London Pacific Advisors (LPA) and chaired the LPA investment policy committee.  He graduated magna cum laude from Iowa State University with a B.S. in finance.?

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