Dave Crossman

David Crossman, CFA, is a Senior Portfolio Manager at Bedel Financial Consulting, Inc., where he is responsible for designing and managing client investment portfolios to ensure asset allocations align with unique financial goals and risk tolerances. Based in central Indiana, he leverages deep expertise in portfolio construction, overseeing diversified allocations across major asset classes such as equities and fixed income, with a client-centric focus on prudent risk management.

Prior to joining Bedel Financial in 2012, Crossman held prominent roles including Senior Investment Analyst at Kirr, Marbach & Co., and Senior Equity Analyst at Reams Asset Management Company. His career reflects extensive experience in fundamental equity research and multi-asset investment strategies, with proven capability in identifying value opportunities and navigating diverse market environments.

Crossman holds an MBA in Finance from Vanderbilt University’s Owen Graduate School of Management and a BA in Economics from Duke University. As a CFA charterholder and multi-year industry award recipient, he is recognized for his contributions to both investment analysis and portfolio management, with specialized knowledge spanning U.S. equities, international stocks, and fixed income securities.