David Mabie (CRD# 2072651) is an Investment Advisor Representative at Chicago Capital, LLC in Chicago, IL and has over 25 years of experience in the finance industry. Chicago Capital (Chi-Cap) is a Registered Investment Advisor (RIA), providing customized investment services tailored to the specific goals and circumstances of clients. More info at www.Chi-Cap.com.
Dave is a Chartered Financial Analyst and a member of the CFA society of Chicago. He has been named a Top Financial Advisor by Barron’s, Best-In-State by Forbes, and a Notable Financial Adviser by Crain’s. He is a Trustee of Lewis & Clark College and a member of the Springboard Foundation, a nonprofit primarily supporting afterschool education programs in Chicago. Dave is a member and manager of Cache Creek Ranch LLC, which owns and operates a cattle ranch in Wilsall, Montana.
Education: B.S. Lewis & Clark College; M.M. Northwestern University Kellogg Graduate School of Management
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chicago Capital, LLC | Chicago, IL | Feb 2018 - Current | 6 |
| William Blair & Company LLC | Chicago, IL | Oct 1993 - Feb 2018 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- IL
- TX
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Total Assets Under Management3,525MILLIONS
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Total Number of Accounts1,847ACCOUNTS
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Average Account Value$1,908,750
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