Cfp David Foegal Email & Phone Number | Dave Foegal is a senior investment consultant in Mercer’s not-for-profit OCIO group, where he manages discretionary and non-discretionary investment portfolios for various institutional investors. Investment strategies include total return, absolute return, liability driven investing (LDI) and other custom solutions using traditional and alternative investments. He joined Vanguard in 2004 and until 2024, he spent his tenure at Vanguard working with retail and institutional clients (Foundation, Endowment, Nonprofit, Government, Hospital, Corporate Assets, DB, DC, NQP, ESOP, etc), and in various leadership positions. He joined Mercer’s not-for-profit OCIO group in 2024. Summary of Experience: - 19+ years experience in investment management, client relationship management, business development in the financial services industry - 6 years in senior leadership positions - Asset allocation expertise covering all asset classes - Institutional client portfolio management - CFP Designee - MBA in Finance

Cfp David Foegal

Dave Foegal is a senior investment consultant in Mercer’s not-for-profit OCIO group, where he manage...
Scottsdale, Arizona, United States

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Cfp David Foegal’s Email david.foegal@mercer.com

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Cfp David Foegal’s Location Scottsdale, Arizona, United States

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Principal, Senior Investment Consultant

2024-03-01 00:00:00 - Present

Senior Investment Consultant

2016-09-01 00:00:00 - 2024-03-01 00:00:00

Commissioner to Review Professional Standards

2016-01-01 00:00:00 - 2018-02-01 00:00:00

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Cfp David Foegal is a Dave Foegal is a senior investment consultant in Mercer’s not-for-profit OCIO group, where he manages discretionary and non-discretionary investment portfolios for various institutional investors. Investment strategies include total return, absolute return, liability driven investing (LDI) and other custom solutions using traditional and alternative investments. He joined Vanguard in 2004 and until 2024, he spent his tenure at Vanguard working with retail and institutional clients (Foundation, Endowment, Nonprofit, Government, Hospital, Corporate Assets, DB, DC, NQP, ESOP, etc), and in various leadership positions. He joined Mercer’s not-for-profit OCIO group in 2024. Summary of Experience: - 19+ years experience in investment management, client relationship management, business development in the financial services industry - 6 years in senior leadership positions - Asset allocation expertise covering all asset classes - Institutional client portfolio management - CFP Designee - MBA in Finance - FINRA Series 6, 7, 24, 63, 65