We are excited to share we’ve expanded our team with the hiring of David Williams, CFA, as a senior consultant and David Imhoff as client operations associate.
In his role as a senior consultant, David Williams is a member of Multnomah Group’s Investment Committee and works with clients advising them on investment menu construction, investment manager selection, fiduciary governance, and vendor management.
David’s background includes nearly two decades of work in the retirement plan space. Prior to Multnomah Group, he held the position of search consultant for a Washington-based search firm. David also served as a principal for a national retirement advisory firm, where he worked for more than 15 years providing investment consulting services to retirement plan sponsors, as well as endowments and foundations.
David is a member of the CFA Institute and he earned his B.S. from the University of Puget Sound.
As our client operations associate, David Imhoff is responsible for providing support to the firm's Personal Advisory Service clients and investment advisors, including data management, client reporting and billing, and account establishment/maintenance.
David earned an M.A. in Political Science and Economics from Miami University and a B.A. in Political Science from the Ohio State University.
Multnomah Group is a registered investment adviser, registered with the Securities and Exchange Commission. Any information contained herein or on Multnomah Group’s website is provided for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Multnomah Group does not provide legal or tax advice.
Any views expressed herein are those of the author(s) and not necessarily those of Multnomah Group or Multnomah Group’s clients.