David Sheaff Gilreath

Managing Director & Chief Investment Officer at Sheaff Brock Investment Advisors LLC

David Sheaff Gilreath

David Sheaff Gilreath

Managing Director & Chief Investment Officer at Sheaff Brock Investment Advisors LLC

Overview
Career Highlights

Sheaff Brock Investment Advisors LLC

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Managing Director at Sheaff Brock Investment Advisors LLC

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Chief Compliance Officer at Sheaff Brock Investment Advisors LLC

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Director of Client Services at Sheaff Brock Investment Advisors LLC

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Vice President-Client Solutions, Administrative Coordinator at Sheaff Brock Investment Advisors LLC

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Chief Investment Officer, Portfolio Manager at Salzinger Sheaff Brock LLC

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Portfolio Manager at Sheaff Brock Investment Advisors LLC

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Senior Portfolio Manager at Sheaff Brock Investment Advisors LLC

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Senior Vice President-Investments at Sheaff Brock Investment Advisors LLC

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Director of National Sales at Northern Oak Wealth Management. Inc.

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Senior Vice President-Investments at Sheaff Brock Investment Advisors LLC

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David Sheaff Gilreath
Managing Director & Chief Investment Officer at Sheaff Brock Investment Advisors LLC
Education

Miami University is one of the oldest public universities in the country, made possible by an ordinance signed by President George Washington in 1795. Chartered in 1809, Miami welcomed its first students in 1824. Miami's reputation grew as quickly as its enrollment, and it became known as the "Yale of the West" for its ambitious liberal arts curriculum. Today, Miami consistently ranks among the nation's top public universities for the quality of teaching and overall student experience. One of Miami University's most famous graduates was Benjamin Harrison, who later became a President of the United States. Professor William Holmes McGuffey revolutionized the education of generations of Americans when he conducted research for his Eclectic Readers series while teaching at Miami from 1826 to 1836. The "mother of fraternities," Miami was the founding site of four national fraternities: Beta Theta Pi, Phi Delta Theta, Sigma Chi, and Phi Kappa Tau; as well as Delta Zeta sorority.

Career History
Chief Compliance Officer
2009 - Current

Salzinger Sheaff Brock LLC is an American private company located in Indianapolis, IN, that provides investment advice.

Managing Director & Chief Investment Officer
2001 - Current

Sheaff Brock Investment Advisors provides discretionary advice to clients based on each client's individual objectives, time horizons, risk tolerance, and liquidity needs. The firm's investment recommendations are not limited to any specific product or service and generally include advice regarding: exchange-listed securities; securities traded over-the-counter; warrants; corporate debt securities (other than commercial paper); CDs; municipal securities; mutual fund shares; US governmental securities; and options contracts on securities.Sheaff Brock provides portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment goal. Portfolios can be blended to build an appropriate mix of income and growth potential for each client. Sheaff Brock offers the following portfolio options: IntelliBuilD Growth, Bulls of the Dow, Mid-Cap 10, Dividend Growth and Income, Covered Call Income, Preferred Stock Income, Core Plus Bonds, High Yield Bonds, Dynamic Allocation, Technical Long/Short, Alternatives (hard assets, foreign equities and currencies), and Option Overlays.

Chief Compliance Officer
2007 - Prior

SBAuer Funds provides discretionary portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment goal. The firm provides these services to the Auer Growth Fund. SKY Investment Group focuses on long-term capital preservation, with emphasis on investments in large, financially strong companies with leading positions in global business. The firm's primary investment strategies include long-term purchases and short-term purchases of equity and fixed-income instruments, diversified across asset classes and sectors.

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