David S. Gilreath
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Real Estate
- Infrastructure
- Asset Management
- Investment Management
- Private Equity
- Crypto
- Venture Capital
- Hedge Funds
- Commodities
- ESG and Impact Investing
- Distressed and Special Situations
- Fixed Income
- Collectibles & Art
- Mutual Fund
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2001
David S. Gilreath is a seasoned institutional investor with over 40 years of experience in the financial services industry. He is a founding principal and Chief Investment Officer at Sheaff Brock Investment Advisors, LLC, a firm specializing in innovative investment strategies for growth- and income-oriented investors. Under his leadership, Sheaff Brock manages approximately $1.4 billion in assets nationwide. In addition to his role at Sheaff Brock, Gilreath serves as a principal at Innovative Portfolios, LLC, an institutional money management firm offering actively managed portfolio strategies to financial professionals, RIAs, consultants, and institutional investors. He is also a principal at Sbauer Funds, LLC, and has been involved with Salzinger Sheaff Brock, LLC, and Sellery Portfolio Management, LLC. Throughout his career, Gilreath has contributed to various publications, including CNBC.com, Medical Economics, and Financial Advisor magazine, sharing his investment perspectives and insights. He earned his Bachelor of Science degree from Miami University in Oxford, Ohio, and obtained his Certified Financial Planner® (CFP) designation in 1984. Based in Indianapolis, Indiana, Gilreath continues to influence the financial services industry through his leadership and expertise.
Requirements
- Focus on diversified portfolios across various asset classes
- Preference for long-term investment horizons
- Interest in both growth and income-oriented strategies
- Open to investments in both public and private markets
- Willingness to engage in active portfolio management
- Alignment with Sheaff Brock's innovative investment approach
- Commitment to transparency and regular communication
- Adherence to regulatory compliance and ethical standards
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- Innovative Portfolios, LLC
- Sbauer Funds, LLC
- Salzinger Sheaff Brock, LLC
- Sellery Portfolio Management, LLC
Mentioned In
-
$19.95
-
$14.95
-
$24.95
Claim this Investor
Are you an official representative of David S. Gilreath?
Claim this investor to update information, manage your profile, and get a verified seal.
Claim