Fundraising Fox

David Trotter

Investor

Managing 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.

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

Education

  1. Marquette UniversityBachelor's Degree, Finance

Skills & more

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

From David's professional profile.

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