David I. Templeton

David I. Templeton, CFA

Portfolio Manager & Principal

David Templeton, Portfolio Manager & Principal, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection,development of investment policies and portfolio allocation strategies for individual and institutional clients.

In understanding a client’s goals and objectives, David believes the foundation of a client’s portfolio should consist of high quality investments that have a history of generating higher risk adjusted returns over time. He also has extensive experience in overall financial planning and wealth transfer strategies.

Prior to joining HORAN Capital Advisors, David spent seven years as Vice President and Senior Portfolio Manager for high net worth clients with Fifth Third Bank. He also served as Vice President and Portfolio Manager for PNC Bank’s charitable and endowment group and retirement and investment services group. Prior to David’s portfolio management responsibilities, he was a commercial loan officer for middle market and large corporate relationships. David began his banking career in 1984 working in commercial and retail banking.

Community / Education

  • Madeira City Schools Board of Education - Former Member
  • CFA Institute – Member
  • CFA Society of Cincinnati – Member
  • Xavier University - Masters of Business Administration
  • Indiana University – B.S. Business
  • Chartered Financial Analyst (CFA)