David P. Bjorndal, CFA, CIMA
Northeast Regional Sales Manager

Mr. Bjorndal serves as Northeast Regional Sales Manager for separately managed account (SMA) business throughout the broker/consultant community from Maine to Virginia. He has thirteen years of investment industry experience. Mr. Bjorndal is responsible for facilitating and supporting the development of new business in the Northeast from financial consultants/advisors affiliated with both taxable and tax-exempt SMA programs. In this role, he is charged with providing a broad scope of service to advisors and their clients that encompasses prompt communication, systematic follow-up and visibility at key advisor offices and sponsored industry conferences. Prior to joining the Company in May of 2005, Mr. Bjorndal served as a Regional Investment Consultant for Phoenix Investment Partners, where he had been responsible for the sales of fixed income, equity and alternative strategy managed accounts and mutual funds for five years. From 1998-2000, Mr. Bjorndal was employed by American Express Financial Advisors, where he helped affluent clients reach their financial goals through comprehensive financial plans and various investment strategies. Mr. Bjorndal received his B.S./B.A. degree in Finance and Marketing from the University of Delaware. He holds the Certified Investment Management Analyst designation and is a member of the Investment Management Consultants Association and New York Society of Security Analysts (NYSSA). In addition, Mr. Bjorndal holds the Chartered Financial Analyst designation and is a member of the CFA Institute.