David Trotter
InvestorManaging Director at Winnebago Seed Fund
Fox Valley, Wisconsin
Writes $50K – $500K checks · typically $150K
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
- Winnebago Seed FundFounder and Managing Directorcurrent2016 — presentNeenah, WI
- Legacy Private Trust CompanyPortfolio Manager2012 — 2016Neenah, WI
- 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.
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.
- Where did David Trotter go to school?
- David Trotter studied at Marquette University (Bachelor's Degree, Finance).
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