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David Busch

Co-Chief Investment Officer at Trajan Wealth LLC

Scottsdale, AZ , United States

About

David Busch, CFA, is Co-Chief Investment Officer at Trajan Wealth LLC in Scottsdale, AZ, where he is responsible for developing and implementing firm-wide investment strategies. He oversees asset allocation and portfolio construction with a focus on optimizing risk-adjusted returns to help clients achieve long-term goals. His investment purview spans fixed income, equities, alternatives, and derivatives, ensuring broad asset class coverage with particular emphasis on balancing risk and opportunity amid shifting market conditions.

Prior to his current leadership role, David served as Director of Fixed Income at Trajan Wealth LLC and was previously Head of Corporate Investments and Capital Markets at Silicon Valley Bank. Across these positions, he has directed multi-billion-dollar portfolios and produced strong returns across global asset classes, demonstrating expertise in managing both traditional and alternative investments. Alongside his investment responsibilities, David regularly provides market commentary and educational content, contributing thought leadership to the broader financial community.

David holds a Bachelor of Business Administration in Accounting from New Mexico Highlands University, a degree from the Graduate School of Banking at Colorado, and an Associate of Arts in Business Administration and Management from San Juan College. As a Chartered Financial Analyst®, he brings over two decades of experience in fixed income, equities, and capital markets to the advisory and wealth management sectors, emphasizing client education and disciplined, research-driven investment management.

Career History

OrganizationRoleDate RangeDetails
Trajan Wealth LLCCo-Chief Investment OfficerJan 2025 to Present
As Co-Chief Investment Officer, I drive the strategic vision and execution for multi-asset investment strategies, ensuring tailored, risk-adjusted solutions that align with client goals and market opp...
Trajan Wealth LLCDirector of Fixed IncomeOct 2023 to Jan 2025
As Director of Fixed Income, I lead client income strategies across fixed income, private credit, hybrid securities, and dividend-paying equities, while managing the firm's income-oriented ETF, Trajan...
Silicon Valley BankHead of Corporate Investments and Capital MarketsJul 2021 to May 2023
Led a high-performing team of Finance and Investment professionals. Oversaw the Company’s multi-billion-dollar investment portfolio, global cash management, wholesale funding, derivatives, and Treasur...
Silicon Valley BankSenior Manager, Corporate Investments and FundingSep 2018 to Jul 2021
Silicon Valley BankFixed Income Portfolio DirectorJun 2015 to Sep 2018
Citizens BankInvestment Officer and ControllerJun 2005 to May 2015
Senior Executive that led a team of highly skilled Accountants and Finance professionals in Treasury and Corporate Finance. Held oversight for Company investment portfolio management, corporate cash m...
Wells Fargo InvestmentsFinancial ConsultantAug 2003 to May 2005
• Advised clients on investment strategies, tailoring recommendations to individual goals, risk tolerance, and time horizons. Ensured compliance with regulatory requirements. • Conducted comprehensive...
Wells Fargo InvestmentsRegistered Sales AssociateSep 2000 to Aug 2003
• Provided comprehensive support to ensure smooth operations and client satisfaction. • Assisted in trade execution and market research, contributing to informed investment decisions. • Maintained met...

Education

New Mexico Highlands University

Bachelor of Business Administration - BBA, Accounting

Graduate School of Banking At Colorado

San Juan College

Associate of Arts - AA, Business Administration and Management, General

Skills & Expertise

Fixed Income Portfolio Management
Asset/ Liability Management
Wholesale Funding
Financial Accounting
ALM
Liquidity Management
Fixed Income
Interest Rate Risk Management
Treasury
MBS
Accounting
Bloomberg
Investments
Bonds
Portfolio Management
Financial Modeling
Management
Financial Reporting
Banking
Marketing

Others at Trajan Wealth LLC (14)

NameRoleLocation
Chfc® Simmons
Chfc® Simmons
Portfolio ManagerPhoenix, AZ , United States
Fred Medina
Fred Medina
Portfolio ManagerParadise Valley, AZ , United States
Jennifer Bennett
Jennifer Bennett
Portfolio ManagerScottsdale, AZ , United States
Justin Junker
Justin Junker
Client Portfolio ManagerScottsdale, AZ , United States
Matthew Coffina
Matthew Coffina
Senior Portfolio ManagerNew York, NY , United States
P
Patricia Pellett
Client Portfolio ManagerScottsdale, AZ , United States
Ryan Devaughn
Ryan Devaughn
Portfolio ManagerTampa, FL , United States
Sam Gabrielson
Sam Gabrielson
Portfolio ManagerScottsdale, AZ , United States
T
Thomas Kelleher
Client Portfolio ManagerPhoenix, AZ , United States
Udayan Mitra
Udayan Mitra
Chief Investment OfficerScottsdale, AZ , United States
Showing 1-10 of 14 team members

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