David Avdakov | WM P/C Portfolio Manager | Troy, OH | U.S. Bancorp Wealth Management

Dave Avdakov

CFA®
Portfolio Manager
U.S. Bank

937.332.8312

Primary Office
910 W Main St
Troy, OH 45373

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About Me

It is my pleasure to serve the financial needs of people in the Northern Ohio area. I started in the financial industry in 1993 and became a Portfolio Manager in 1999. I hold a Bachelor of Science degree in accounting from the University of Dayton, and a Master of Business Administration degree in finance from Xavier University in Cincinnati, Ohio.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving on the board of the Chartered Financial Analyst (CFA) Society of the Dayton area, and I also serve on the board of the Dean's Advisory Board at Tiffin University. In my free time, I enjoy watching my son play golf, weight-lifting and hiking.

Area of focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.