David Monroe Poarch

Founder at

Native American Fund Advisors LLC

Finance

Consumer Services

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 NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner.	Founder	31/12/1995
Pinnacle Holdings LLC Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies.	Founder	29/02/1996

All active positions of David Monroe Poarch

Former positions of David Monroe Poarch

Companies	Position	End
Liberty Bancorp, Inc. (Oklahoma) Liberty Bancorp, Inc. (Oklahoma) Major BanksFinance National commercial bank	Trading-Equity	-
Liberty Bancorp, Inc. (Illinois) Liberty Bancorp, Inc. (Illinois) Savings BanksFinance Federally chartered savings bank	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Pinnacle Holdings LLC Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies.	Finance
Liberty Bancorp, Inc. (Illinois) Liberty Bancorp, Inc. (Illinois) Savings BanksFinance Federally chartered savings bank	Finance
Liberty Bancorp, Inc. (Oklahoma) Liberty Bancorp, Inc. (Oklahoma) Major BanksFinance National commercial bank	Finance
Native American Fund Advisors LLC Native American Fund Advisors LLC Investment ManagersFinance NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner.	Finance
Oklahoma City University Oklahoma City University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Oklahoma University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services