Jan 27, 2022
Dave Hodge: An Unconventional Partner
We are proud to announce that David Hodge, CFA®, CFP®, CDFA® became a Partner at NPF Investment Advisors as of January 1, 2022.
Dave joined our team in 2018 and quickly became a force in advancing the scope of NPF’s services to clients. He has collaborated with fellow advisors to improve our planning process in ways that help clients to understand how they can use their wealth, which enables us to identify financial opportunities for them. In 2019, he became the first NPF advisor to earn the Certified Divorce Financial Analyst (CDFA®) credential, which has enhanced our ability to help clients navigate the financial challenges of dissolving a marriage. In 2021, he earned the Certificate in Environmental, Social and Governance (ESG) Investing from the CFA Society UK, which helps our clients ensure that their investments reflect their values.
A self-described “unconventional” thinker, Dave approaches both his personal and professional lives with an authentic personal perspective. On the job, he has fun with spreadsheets and financial analysis, punctuated by conversations with anybody who will listen to his take on monetary policy. He also takes pride in having taken over the employee break room with jigsaw puzzles. Outside of work, his interests include recording music with his sons and deep discussions on topics ranging from theology to pop music. He and his wife Catherine are proud and involved parents of two teenage sons, Thomas and David, who have assembled huge collections of music, books, and nutcrackers.
“This Partnership is the fulfillment of a lifelong dream,” says Dave. “I have always known that I wanted to work with people and money. This business is what I was meant to do. NPF has the strongest team in the region and has a leading position in an industry with tremendous growth prospects. I am excited to continue helping people grow and enjoy their wealth.”
Dave will remain as Chief Compliance Officer and member of the Investment Committee as he assumes Partnership responsibilities. Please join us in congratulating him!
View Dave’s press release version here.
Learn more about Dave, including his community service activities.
Download a full version of our Year in Review using the download link above.
