Dave is the Chief Executive Officer of Monarch and has been since its inception in
1994. He founded the firm with three partners and is the last original man standing at the firm. Dave oversees all activities at Monarch and co-manages portfolios and client relationships. He has a passion for research and fundamental analysis or, as he calls it, diving into “the numbers.” Prior to founding Monarch, Dave served as head of investments in the Trust Department at
Fort Wayne National Bank and has spent his 50+ year career at just two companies, after graduating from Ball State University with BS and MBA degrees.
Golf is one of Dave’s favorite activities and he enjoys it almost as much as he enjoys spending time with his family, reading and being outdoors. Both his children work for Monarch and he has four grandchildren. He and his wife Susie enjoy spending time in Naples,
Florida in the winter.
Dave and Susie are members of Faith Lutheran Church in Fort Wayne, a church that is a beacon in its neighborhood for over 50 years. Dave has served on several boards in his career, including PHP and Fort Wayne Philharmonic. He has volunteered for Junior Achievement,
PFW, and other organizations. He and Susie have supported a myriad of charitable organizations in Fort Wayne, and his work with the Auer Foundation has produced game-changing results for the community.