David Rasmussen, CFA, CAIA
David has over 10 years of experience in finance and investing, including 4 years of private wealth management. David graduated from the University of Iowa with distinction and began his career as a financial analyst within Cardinal Health's Financial Leadership Development Program. He then attained his MBA at Carnegie Mellon University in Pittsburgh, PA and moved back to his hometown West Des Moines, IA in 2014 and joined Morgan Stanley to pursue his passion as a financial advisor. Investing is all about achieving outcomes while managing risk. David co-founded Calibrate Wealth to provide a more cost efficient, transparent and flexible investment platform to improve client outcomes.
David holds both CFA and CAIA charters which emphasize a strong foundation in advanced investment analysis and high ethical standards.
Zach has over 20 years of experience in the financial markets, including the last 4 years managing private clients’ investment portfolios. Prior to 2013, Zach was a derivatives trader and portfolio manager, overseeing complex derivatives portfolios. Zach has been a member of the Chicago Board Options Exchange, Chicago Mercantile Exchange, Chicago Board of Trade, London International Financial Futures Exchange, and EUREX Bourse. Zach’s specialization is in portfolio risk management and he utilizes a quantitative approach to investment portfolio design. He enjoys the challenge of bringing complex solutions to the lay investor and making them easy to understand.
Zach is originally from Des Moines, Iowa and has returned home after spending 17 years living and working in Chicago and London. He is married to the most wonderful and understanding woman in the world, Annabelle. They share the pleasure of raising three terrific boys: Nicholas, James, and Thomas.