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David Trotter

Investor

Managing Director at Winnebago Seed Fund

Fox Valley, Wisconsin

Writes $50K – $500K checks · typically $150K

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Ask STEVEN J GRAUBART to introduce you to David

You →STEVEN · together at US Fiduciary (2006–2009) →David

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You →Jamie · 11 people · together at Marquette University →David

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About

A Northeast Wisconsin native who manages the Winnebago Seed Fund. He holds a finance degree from Marquette University's Applied Investment Management Program and CFA and CAIA designations, and previously managed over $350 million in client assets as a portfolio manager in Neenah, WI.

Contact· self-published, not guessed

Experience

  1. Winnebago Seed FundFounder and Managing Directorcurrent2016 — presentNeenah, WI
  2. Legacy Private Trust CompanyPortfolio Manager2012 — 2016Neenah, WI
  3. US FiduciaryPortfolio Manager / Vice President2006 — 2012Milwaukee, WI

Skills & more

  • Chartered Financial Analyst (CFA) — CFA Institute
  • Chartered Alternative Investment Analyst (CAIA) — CAIA Association

From David's professional profile.

Investments

Per curated public sources.

Frequently asked questions

Who is David Trotter?
A Northeast Wisconsin native who manages the Winnebago Seed Fund. He holds a finance degree from Marquette University's Applied Investment Management Program and CFA and CAIA designations, and previously managed over $350 million in client assets as a portfolio manager in Neenah, WI.
Where does David Trotter work?
David Trotter is Managing Director at Winnebago Seed Fund.
What check size does David Trotter write?
David Trotter typically writes checks of $50K – $500K.
What companies has David Trotter invested in?
Investments tracked here include Airdeck, Socialeads.
Where did David Trotter go to school?
David Trotter studied at Marquette University (Bachelor's Degree, Finance).

Same school

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