DAVID J. BAUERPartner, Casey, Quirk & Associates
David is a founding partner of Casey, Quirk & Associates. He has been in the investment management industry since 1989 as a consultant and portfolio manager. His consulting experience encompasses all major functional areas (business management, investment management, and distribution). His assignments have included broad organizational strategy and design, post-merger integration, and investment and distribution platform assessment. David has co-authored several industry research papers, including Success in Investment Management: Building and Managing the Complete Firm (2000), Style is dead. Long live style! (2001), and Target-Date Retirement Funds: The New Defined Contribution Battleground (2009). David is a member of the Boston Investment Professionals Advisory Board.
Prior to founding Casey Quirk, David was a Director at Barra Strategic Consulting Group, where he worked with investment management clients as a management consultant, and RogersCasey, where he was a pension consultant. He previously worked for Greenwich Associates as the Senior Research Team Leader responsible for delivering investment management industry research to U.S. and U.K. clients. Prior to that, David was an Assistant Treasurer at Bankers Trust Investment Management, managing short-term fixed income portfolios for clients. David also has experience marketing consumer-packaged goods as a Product Manager at Playtex Products Inc.
David earned an M.B.A. from Duke University's Fuqua School of Business and holds a B.A. in Economics from Tufts University.