David Monroe Poarch
Founder at Native American Fund Advisors LLC
Profile
Mr. David M.
Poarch is a Managing Partner at Pinnacle Holdings LLC and a Managing Partner at Native American Fund Advisors LLC.
His primary responsibilities at Pinnacle include assisting with investment policy and execution, supporting the marketing effort, developing new investment strategies and products, client reporting, and administration of the firm’s business affairs.
He was a co-founder of Pinnacle in 1996.
He is also a Registered Investment Advisor at Pinnacle Holdings LLC.
Mr. Poarch has over 29 years experience in the investment industry including twelve years in fixed income trading and 17 years in investment portfolio management.
He managed the taxable securities trading efforts for Liberty Bancorp prior to joining Pinnacle.
He has served on the board of the Tulsa Day Center for the Homeless since 1995, filling the roles of Vice President, President and treasurer, successively.
Mr. Poarch received a B.B.A.
in Economics from the University of Oklahoma in 1983 and he is a member of Beta Gamma Sigma.
He earned an M.B.A.
from Oklahoma City University in 1985.
David Monroe Poarch active positions
| Companies | Position | Start |
|---|---|---|
Native American Fund Advisors LLC
 Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Founder | 1995-12-31 |
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Founder | 1996-02-29 |
Former positions of David Monroe Poarch
| Companies | Position | End |
|---|---|---|
Liberty Bancorp, Inc. (Oklahoma)
 Liberty Bancorp, Inc. (Oklahoma) Major BanksFinance Liberty Bancorp, Inc. (Oklahoma) is a national commercial bank based in Oklahoma City, OK. The company's main focus is on providing banking services to its customers. On June 02, 1997, Liberty Bancorp, Inc. (Oklahoma was acquired by Bank One Corp. for $479.94 million. | Trading-Equity | - |
| Liberty Bancorp, Inc. (Illinois) | Corporate Officer/Principal | - |
Training of David Monroe Poarch
| Oklahoma City University | Masters Business Admin |
| University of Oklahoma | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
| Liberty Bancorp, Inc. (Illinois) | Finance |
Liberty Bancorp, Inc. (Oklahoma)
Liberty Bancorp, Inc. (Oklahoma) Major BanksFinance Liberty Bancorp, Inc. (Oklahoma) is a national commercial bank based in Oklahoma City, OK. The company's main focus is on providing banking services to its customers. On June 02, 1997, Liberty Bancorp, Inc. (Oklahoma was acquired by Bank One Corp. for $479.94 million. | Finance |
Native American Fund Advisors LLC
Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Finance |
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