Alumni and Friends Directory

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Biography

David Passey is an Investment Analyst at Clifford Capital Partners, where he assists the portfolio manager in the areas of portfolio review, new investment idea generation and valuation model creation. He also performs responsibilities relating to database and client-reporting management. Prior to his current position at Clifford Capital, David played a vital role in the firm’s start-up operations as an intern in 2010 by providing IT solutions and anticipating business needs to increase portfolio manager productivity and minimize costs.

David graduated summa cum laude from Utah State University in 2010 with B.S. degrees in Finance and Economics, and minors in International Business and International Studies. While in school, David worked as an International Project Analyst intern for Itaú-Unibanco in Sao Paulo, Brazil, where he was commended for demonstrating outstanding flexibility and technical ability in a demanding merger environment. He also participated in the prestigious Huntsman Scholars Program as a student and mentor to incoming candidates. David is a Level II Candidate in the CFA Program and an active member of the CFA Society of Chicago.