David Sipe, Cfa
About David Sipe, Cfa
David Sipe, CFA, is a Fixed Income Client Service Associate at Dodge & Cox in the San Francisco Bay Area with over 16 years of experience in client service and financial analysis roles.
Title
David Sipe, CFA currently holds the title of Fixed Income Client Service Associate at Dodge & Cox. He provides essential services focused on fixed income investments, serving clients in the San Francisco Bay Area.
Current Role at Dodge & Cox
David Sipe works as a Fixed Income Client Service Associate at Dodge & Cox. Since transitioning to this role in 2015, he has been contributing his expertise in fixed income investments to service clients effectively. Based in the San Francisco Bay Area, he leverages his extensive knowledge to support the firm's clients.
Previous Roles at Dodge & Cox
David Sipe was employed as an RFP and Reporting Specialist at Dodge & Cox from 2011 to 2015. During this period, he was responsible for creating and managing requests for proposals and generating detailed reports. His performance in this role for four years paved the way for his transition to his current role within the company.
Work Experience at eVestment and Assent Trading
Before his tenure at Dodge & Cox, David Sipe worked as a Client Service Senior Analyst at eVestment from 2007 to 2011, situated in the Greater Atlanta Area. Prior to that, he gained experience as an Equity Trader at Assent Trading from 2006 to 2007. These roles allowed him to build a robust foundation in client service and financial analysis.
Education and Background
David Sipe holds a Bachelor of Science degree in Finance and Information Sciences from Haslam College of Business at the University of Tennessee, which he completed in 2006. His education provided a strong foundation in finance, aiding his subsequent roles in client service and financial analysis.