DAVID DODSON,

David Dodson is a Senior Director – Investments and a Portfolio Manager with more than 20 years of experience in the financial services industry. David joined Oppenheimer in 2018, and works as a key advisor to wealthy families. He is one of only a few financial advisors who have met the selection criteria for inclusion as a Portfolio Manager of Oppenheimer & Co. Inc.’s OMEGA Group. The OMEGA program carefully selects managers based on criteria such as years of experience in the industry, advanced education in investment management, and expertise.

Prior to joining Oppenheimer, David was a Senior Vice President and Wealth Regional Director for BB&T, and a Managing Director, Chief Investment Officer, and Partner for Salem Partners where he worked closely with the founders and key executives of several Texas-based publicly traded companies.

David earned his Bachelor of Science in Business Administration with emphasis in Economics from the University of Kansas, and a Master of Science Degree in Finance, Investment Management, from the Daniels College of Business at the University of Denver.

In addition, David holds the CFA and CFP designations, and served in the US Army’s 82^nd Airborne Division, 2^nd Brigade Combat Team, 1991 – 1994, Active Duty.