David S. Bard
Profile
Prior to joining Courier Capital in 2008, Mr. Bard was a Financial Consultant with Smith Barney.
Previously, he worked with McDonald Investments as a Financial Consultant, and with Oppenheimer as a Director of Fixed Income Trading.
He is on the Executive Board of the Emerging Leaders Society of The United Way, and is involved in coaching youth soccer and youth hockey.
Mr. Bard earned his BA in Economics from Hobart & William Smith Colleges.
Former positions of David S. Bard
| Companies | Position | End |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | 30/12/2007 |
| CIBC Oppenheimer Advisers LLC | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | - |
Courier Capital LLC
 Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Corporate Officer/Principal | - |
Training of David S. Bard
| Hobart & William Smith Colleges | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Finance |
| Smith Barney & Co., Inc. | Finance |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
| CIBC Oppenheimer Advisers LLC |
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