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.
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).
Senior Investment Advisor
Bruce Ackermann has provided personal money management and investment research services for over fourteen 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.
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.
Kris Miller joined Webb Capital in August of 2015 as an Operations Manager. She is often our clients’ first point of contact as she is responsible for all day-to-day operations, ensuring an excellent customer service experience. Kris’ strong administrative skills and accounting background keep all aspects of the office running smoothly.
Kris has attended Indiana University and Ivy Tech for general studies and Accounting. Prior to working with WCM, Kris has been a bank teller, small business owner, and held various support positions in both the legal and estate planning industries. Kris is a people person and enjoys the personal touch of working closely with individual clients.