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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trajan Wealth LLC | Co-Chief Investment Officer | Jan 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 LLC | Director of Fixed Income | Oct 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 Bank | Head of Corporate Investments and Capital Markets | Jul 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 Bank | Senior Manager, Corporate Investments and Funding | Sep 2018 to Jul 2021 | — |
| Silicon Valley Bank | Fixed Income Portfolio Director | Jun 2015 to Sep 2018 | — |
| Citizens Bank | Investment Officer and Controller | Jun 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 Investments | Financial Consultant | Aug 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 Investments | Registered Sales Associate | Sep 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
Others at Trajan Wealth LLC (14)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Phoenix, AZ , United States | |
| Portfolio Manager | Paradise Valley, AZ , United States | |
| Portfolio Manager | Scottsdale, AZ , United States | |
| Client Portfolio Manager | Scottsdale, AZ , United States | |
| Senior Portfolio Manager | New York, NY , United States | |
P Patricia Pellett | Client Portfolio Manager | Scottsdale, AZ , United States |
| Portfolio Manager | Tampa, FL , United States | |
| Portfolio Manager | Scottsdale, AZ , United States | |
T Thomas Kelleher | Client Portfolio Manager | Phoenix, AZ , United States |
| Chief Investment Officer | Scottsdale, AZ , United States |
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