Dave Gilreath, CFP®morgangillard
Managing Director, Chief Investment Officer, Portfolio Manager
As a founding principal and chief investment officer of Innovative Portfolios, LLC, Dave shares responsibility for setting investment policy, asset allocation, and security selection for the company’s accounts. He serves as portfolio manager for the investment strategies and as chair of the investment committee, providing overall guidance, leadership, and direction. Since 2001, Dave has been chief investment officer and managing director of a registered investment advisory firm he co-founded with Ron Brock. In that firm, Dave drives investment policy and leads the investment committee, making weekly equity decisions regarding all of its portfolio strategies. Dave also serves as a partner in the RIA’s institutional investment division and in related investment management companies.
Dave has more than 38 years of experience in the financial services industry, and started watching and reading Louis Rukeyser while in high school. During his college years, he owned and traded his own stocks, even making covered calls and purchasing options. Becoming a stock broker in 1981, Dave began his career with Bache Halsey Stuart Shields and later worked at Morgan Stanley/Dean Witter before co-founding the registered investment advisory firm in Indianapolis, Indiana, in 2001.
Dave is a contributor of money management advice and information to investment columns for ABCNews.com, cnbc.com, Investopedia.com, and WealthManagement.com.
He attended Miami University in Oxford, Ohio where he earned a Bachelor of Science degree. Dave obtained his Certified Financial Planner® (CFP) designation in 1984.