Swell Investing is shaped by Dave’s passion for investing, financial literacy, and social and environmental progress. He brings over 15 years of financial experience to Swell, including consulting, M&A, and risk management. Dave is a CFA® charterholder, a Fellow of the Society of Actuaries, and holds an MBA from UCLA Anderson. Swell’s Disease Eradication portfolio is especially important to him—his family has been impacted by cancer and type 1 diabetes.
Money 101: Learn about Merging Purpose and Profit with Swell
Join Swell CEO and CFA charterholder Dave Fanger for an evening of money insights