David McMillan CFP®, RFC® is co-founder of Caledonia Wealth Management, Ltd a Wealth Management Firm serving high net worth families and individuals, based in Boulder Colorado. David’s financial expertise is largely focused on sustainable investment practices and investment solutions and follows a philosophy of achieving growth while reducing downside risk through tactical portfolio design. His areas of expertise extend to alternative investments, separate account management and international opportunities. A UK citizen, David brings international experience to wealth management services and investment opportunities, and serves as a member of the European Focus group for the National Financial Planning Association that specializes in educating financial advisers in cross border planning issues. Having begun his career and education in Environmental Science at St. Andrews University, Scotland, David has a passion for sustainable investing and seeing clients fulfill their values through environmental, social and governance investment practices. David is involved in a number of charitable causes and is a member of the Colorado Philanthropic Advisors Network. He shares a passion for endurance sports and is a competitive marathon runner and Ironman triathlete.
I have over twenty years experience on the buy side and sell side of the street. I have been an investor in all asset classes, including private companies in the technology and healthcare / life sciences sectors.
i am as the name says...a logical man...if you take the time to read my comments since i began doing so on seeking alpha around the beginning of 09, you will see what i mean...i have been doing quite well, and will express my opinions again from time to time..nothing fancy, just logical!!! ps....i think i should have more than 4 followers...don"t you???
I am 63 years old and have a Ph.D in Marriage and Family Therapy. My BA was in Mathematics; my MA's are in Public Administration and Marriage and Family Therapy.
I was a USAF pilot for six years and had a 20 year career in medical sales before returning to school in order to learn my present profession. Other people handled my portfolio until 1995 when I took responsibility for it myself. I discovered that nobody cares about its health and well-being more than I do!
What I can add to these discussions is my knowledge of human nature and how that affects our buying and selling of securities. As a marriage therapist, I am well versed in the patterns that we follow over and over and how those affect our lives and our portfolios.
I am a financial markets professional with over 15 years experience in the origination, trading, and managing of risk positions at the institutional investor level. My major areas of interest are Private Equity, Alternative Investments, Commercial Real Estate, Personal Investing, and Global Macro Trends.