David S. Gilreath

Overview

David S. Gilreath is a seasoned institutional investor with over 40 years of experience in the financial services industry. He is a founding principal and Chief Investment Officer at Sheaff Brock Investment Advisors, LLC, a firm specializing in innovative investment strategies for growth- and income-oriented investors. Under his leadership, Sheaff Brock manages approximately $1.4 billion in assets nationwide. In addition to his role at Sheaff Brock, Gilreath serves as a principal at Innovative Portfolios, LLC, an institutional money management firm offering actively managed portfolio strategies to financial professionals, RIAs, consultants, and institutional investors. He is also a principal at Sbauer Funds, LLC, and has been involved with Salzinger Sheaff Brock, LLC, and Sellery Portfolio Management, LLC. Throughout his career, Gilreath has contributed to various publications, including CNBC.com, Medical Economics, and Financial Advisor magazine, sharing his investment perspectives and insights. He earned his Bachelor of Science degree from Miami University in Oxford, Ohio, and obtained his Certified Financial Planner® (CFP) designation in 1984. Based in Indianapolis, Indiana, Gilreath continues to influence the financial services industry through his leadership and expertise.

Investment Focus

• Focus on diversified portfolios across various asset classes
• Preference for long-term investment horizons
• Interest in both growth and income-oriented strategies
• Open to investments in both public and private markets
• Willingness to engage in active portfolio management
• Alignment with Sheaff Brock's innovative investment approach
• Commitment to transparency and regular communication
• Adherence to regulatory compliance and ethical standards

Portfolio Companies