Dave Kaye
About Dave Kaye
Dave Kaye serves as the Chief Financial Officer at Creative Planning Inc. since 2020, bringing extensive experience from previous roles at Boston Private and Bank of America, among others.
Work at Creative Planning
Dave Kaye has been serving as the Chief Financial Officer at Creative Planning Inc. since 2020. In this role, he oversees the financial operations of the company, ensuring strategic financial planning and management. His leadership contributes to the overall financial health and growth of the organization.
Previous Experience at Boston Private
Before joining Creative Planning, Dave Kaye worked at Boston Private for a decade, from 2007 to 2017, as Chief Financial Officer. He also held the position of CEO of the Corporate Clients Group at Boston Private for one year, from 2018 to 2019. His tenure at Boston Private involved significant financial oversight and strategic leadership.
Career at Bank of America
Dave Kaye's career includes key roles at Bank of America, where he served as Chief Financial Officer for both the Columbia Asset Management and Private Banking Division from 2005 to 2007. His responsibilities included financial management and strategic planning within these divisions, contributing to their operational success.
Educational Background
Dave Kaye studied at Northwestern University - Kellogg School of Management, where he earned an MBA with a focus on Finance and Strategy from 1991 to 1994. He also holds a Bachelor of Science degree in Computer Science from the United States Naval Academy, which he attended from 1982 to 1986.
Achievements in Financial Management
Throughout his career, Dave Kaye has executed significant financial initiatives, including a unique Private-Public equity raise during the financial crisis that improved capital ratios and restored shareholder dividends. He also implemented cost-cutting initiatives that enhanced efficiency and profitability within organizations.