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David Russo

Chief Investment Officer,

Capital Management Associates

About David

David Russo is a founding principal of Capital Management Associates, LLC, and author of the Tri-factor Sector/Industry group model. He is responsible for domestic equity portfolio management and risk management. Mr. Russo began his career at Merrill Lynch in 1964, while attending Wayne State University. The only interruption of his financial services career was from 1966 to 1968 when he served in the armed forces. Upon Mr. Russo's honorable discharge from the US Army, he returned to MLPF&S where he held several management positions including operations manager, compliance manager, CBOE floor manager, and a registered account executive. He worked for Roney & Company where his duties included overseeing their investment consultant services division, as well as serving as a general partner of the firm. Mr. Russo left the brokerage community in 1991 to join ICC Capital Management where he spent five years as the COO, with a focus on portfolio management, client service and marketing. He has been a member of the Florida Public Pension Trustees Association since 1991. Mr. Russo holds the following securities licenses: series# 4, 7, 12, 41, 53, 63, and 65.