Dave Gilreath, CFP®
As a founding principal and chief investment officer of Sheaff Brock Investment Advisors, LLC, Dave shares responsibility for setting investment policy, asset allocation, and securities selection for the company’s managed accounts. He also consults with the clients of Sheaff Brock on overall portfolio construction.
Dave has 40 years of experience in the financial services industry, beginning with Bache Halsey Stuart Shields and later with MorganStanley/Dean Witter. Dave contributes his investment perspectives to a variety of publications, including CNBC.com, Medical Economics, and Financial Advisor magazine. Dave is also a founding principal and CIO of the money management firm, Innovative Portfolios, and is a principal of the investment firms SBAuer Funds, LLC, and Salzinger Sheaff Brock.
He attended Miami University in Oxford, Ohio, where he earned a Bachelor of Science degree. Dave went on to obtain his Certified Financial Planner® (CFP) designation in 1984. In his spare time, Dave enjoys traveling to visit his children and grandchildren, as well as racing his go-kart.
