Profile
Mr. David W.
Cowles is Director of Investments at Mosaic Financial Partners, Inc. He and his staff work with the firm's advisors to design and implement appropriate investment strategies for clients.
He also chairs the firm’s Investment Committee and oversees all investment research, trading activity and portfolio management.
He brings over 30 years of diversified financial management experience to Mosaic Financial Partners.
He joined Coopers & Lybrand where he became Senior Manager responsible for several of this international professional services firm's largest clients.
Later, he spent nine years in private industry in senior financial management positions.
He received his BS in Business Administration from The California State University and his MSF in Personal Financial Planning from Golden Gate University.
Former positions of Dave Cowles
Companies | Position | End |
---|---|---|
Mosaic Financial Partners, Inc.
Mosaic Financial Partners, Inc. Investment ManagersFinance Mosaic Financial Partners, Inc. is a registered investment advisor located in San Francisco, California. The firm was founded in 1987 as Boone & Associates. In 2005, their name was changed to Mosaic Financial Partners. The firm provides investment management services to individuals, pension and profit sharing plans and charitable organizations. | Director of Research - Equity | 2018-09-30 |
Coopers & Lybrand LLP | Corporate Officer/Principal | - |
Training of Dave Cowles
The California State University | Undergraduate Degree |
Golden Gate University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Mosaic Financial Partners, Inc.
Mosaic Financial Partners, Inc. Investment ManagersFinance Mosaic Financial Partners, Inc. is a registered investment advisor located in San Francisco, California. The firm was founded in 1987 as Boone & Associates. In 2005, their name was changed to Mosaic Financial Partners. The firm provides investment management services to individuals, pension and profit sharing plans and charitable organizations. | Finance |
Coopers & Lybrand LLP | Commercial Services |
- Stock Market
- Insiders
- Dave Cowles