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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.

Rob CurryRob Curry, CFP

Senior Investment Advisor

Rob Curry is a CFP professional who has been providing advice to families, individuals, and institutions for over 20 years. Rob truly enjoys working with clients to navigate the often complex, financial issues that come up in their lives. This includes advice on how to handle equity awards and other company-provided benefits, tax planning, cash flow management, risk management/insurance, and estate planning. Having the proper investment strategy is paramount to trying all of this together in a comprehensive financial plan. Rob takes his role as a fiduciary seriously and uses that as the guide for any advice and recommendations he provides clients.

Professional Experience

Rob has a Bachelor of Arts degree from Indiana University where he majored in Economics and History. He has worked for three RIA firms prior to joining Webb Capital Management in November 2021. Rob has been a CFP professional since 2005. He and his wife, Julie, currently reside in Carmel, Indiana where they live with their two boys, Johnny and Luke. Rob enjoys playing golf in this free time and riding bikes with his wife.