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David Webb 4487David Webb, CFP

Senior Investment Advisor

David Webb is an Investment Advisor with over twenty-five years experience in the industry. With expertise in asset allocation and portfolio design, David focuses on providing intelligent investment advice for his clients. As a Certified Financial Planner, he has the education and training to take a comprehensive approach to the individual needs of his clients. However, the real focus of the firm is to specifically help individual investors and small foundations with the selection of appropriate investments. David enjoys developing a personal relationship with all of his clients and he is very conscientious about providing excellent service for a limited number of select clients.

Professional Experience

David Webb is a graduate of Indiana University’s Kelley School of Business. He has a bachelor of science degree in both Finance and Business Management. David received his secondary degree from the College of Financial Planning after completing studies in risk management, investments, tax planning, employee benefits and estate planning. Prior to working for Webb Capital Management, David was a stock broker with Merrill Lynch (1987-1990), and also worked for Charles Schwab & Company as a Regional Investment Specialist (1990-1994).

 

Bruce Ackermann New2Bruce Ackermann,  MBA, CFA

Senior Investment Advisor

Bruce Ackermann has provided personal money management and investment research services for over twenty years. Bruce manages client portfolios with a coherent, long-term asset allocation strategy and a focus on minimizing fees and expenses. He delights in providing unbiased investment advice and acting in his clients’ best interests according to a fee-only fiduciary standard. As a Chartered Financial Analyst charter-holder, Bruce has mastered the portfolio management and wealth planning curriculum that grounds the CFA Program. He maintains his knowledge base with extensive continuing education and expansive research work.

Professional Experience

Bruce is a Phi Beta Kappa graduate of Knox College, where he earned a Bachelor of Arts degree in Economics. He is also a dual-year Dean’s List graduate of The University of Chicago Booth School of Business, where he earned an MBA in Finance. From 1973 through 1977, Bruce worked as a financial analyst at Chemed Corporation. From 1977 through 1998, Bruce built and ran six Interim Healthcare® staffing offices, four Spherion® office and light industrial staffing offices, and a workers’ compensation case management business. Since 2000, Bruce has worked as a certified Professional Daily Money Manager at Ackermann Money Management. Since 2014, Bruce has worked as a Portfolio Manager at WEBB Capital Management.

 

Amy Tabak

 

Office Manager

Amy joined the team in February of 2019. Amy’s role will include the responsibilities of running the office, as well as providing technical and administrative  support for our clients.

Professional Experience

Amy is a graduate of Indiana University and received her Bachelor’s degree in 2001. She comes to our firm with more than 15 years’ experience in the  industry. Having worked with two larger local investment advisory firms, she has a clear understanding of the intricacies of the industry.