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David Walkush
David Walkush, an Alaska Native, is an enrolled
member of the Tlingit & Haida Tribe and is Yupik Eskimo. He
is also a Sealaska Corporation shareholder.
EDUCATION
MBA from the Krannert School of Management at Purdue University
BS in Business Administration, with an accounting emphasis
from the University of Montana
PROFESSIONAL
DESIGNATIONS
National Association of Securities Dealers Series 7, 63, 65
Chartered Financial Analyst
PROFESSIONAL
EXPERIENCE
Breakwater Investment Group, Newport Beach, California, Portfolio Manager
ML Stern & Company, San Diego, California Investment
Executive
Provided financial services, focusing on tax-free
municipal bonds for high net-worth investors.
BrightStar Investment Management, Juneau, Alaska
& Santa Monica, California Portfolio Manager Associate
Worked with the sub-advisor, Pacific Income
Advisers in the departments of operations, client service,
and business development.
Salomon Smith Barney, Juneau, Alaska Financial
Consultant Associate
Managed portfolios, serviced individual, institutional
and corporate clients: helped with establishing goals, objectives,
investment policy statements, and asset allocations.
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