David Meier

In his role as a CIO Solutions Consultant at LPL Financial, David supports Olson Wealth Group as the Chief Investment Officer, where he provides economic insights and deep experience in the development of the firm’s investment philosophy and strategy. He works closely with advisors to structure tailored investment strategies that align with clients’ financial goals and risk tolerance. David consults with Olson Wealth Group’s Investment Committee and designs multi‑asset portfolios that support clients’ objectives. He takes pride in offering professional guidance on investment strategies and market insights. He and his team conduct in‑depth research, monitor market trends, and assess risk factors to develop investment recommendations in all types of market conditions.

Before joining LPL Financial’s CIO Solutions group, David was a Portfolio Manager and Equity Analyst with Citi Investment Management. He was responsible for managing the firm’s US Large Cap Core Equity strategy and multi‑asset class portfolios, with expertise in the Communication Services sector. David began his career as an investment specialist within the global wealth management practices at JPMorgan and Citi. In these roles, David provided investment advice to private clients, family offices, endowments, foundations, and other institutions.

As a child, David often checked stock prices in the newspaper with his dad, an experience that sparked his early interest in the markets. He went on to study economics in college, which deepened his passion for understanding how markets work. Throughout his career, David has found it especially rewarding to explore how human behavior influences market movements, and he enjoys using that perspective to help people interpret the news in ways that support their financial goals. David earned his B.A. in Economics and German Language from Northwestern University.