Dave Balmelli

Dave Balmelli
EVP, Corporate Strategy and Market Development

David has over 23 years of hands-on experience in brokerage, banking and insurance, developing an expertise in capital markets, risk management and macro-investing.

 Early in his career he served as an Equity Trader, and VP of Risk Management of North America fixed-income and rates markets, for JP Morgan Investment Bank. Later in his career, he provided advice for private clients, both for JP Morgan Private Bank and Northern Trust Bank. Later, he managed discretionary portfolios for a select number of high net-worth investors and private foundations and endowments.

 As EVP, Corporate Strategy and Market Development he is focused on growing the business through RIA and CPA mergers and acquisitions, including valuation and succession consulting, and developing new markets across the spectrum of financial services through strategic partnerships and capital investments in banking and insurance.

 He resides in Lake Forest, Illinois with his wife and four children.


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