David Richter

Chief Investment Officer, Vice President

David Richter serves as Vice President and Chief Investment Officer for Arboretum Wealth & Trust Management. He is also Chairman of the Investment Committee, focused on delivering bottom-line results for AWTM clients.

Prior to joining AWTM, Mr. Richter served as Portfolio Officer at leading wealth management firms where he managed several high-profile hedge funds. He has also been involved with investment committees charged with determining the model equity portfolio employed nationally.

Mr. Richter earned a Master of Business Administration (MBA) in finance and a Master of Science (MS) in wealth management from DePaul University. He also holds a Bachelor of Science (BS) in Aeronautics from Embry-Riddle Aeronautical University. Mr. Richter attended the American Bankers Association National Trust School and is a Chartered Financial Analyst (CFA). He is a member of the CFA Institute, the CFA Society of Chicago, and the DuPage County Bar Association. Mr. Richter is also a Certified Divorce Financial Analyst (CDFA).

Outside the office, Dave is a volunteer with Village of Lisle’s Emergency Management Agency and Police Department. He is a former Board President and is still actively involved with the Lisle Park District as a supporter of special projects.