Founder and President
Simpson Capital Management
Professional Background
David Simpson, CFA, founded Simpson Capital Management in 1999 and has been managing client portfolios since 1990. With nearly four decades of investment experience, he has advised individuals, families, trusts, retirement plans, charitable organizations, corporations, and institutions through a wide range of market environments. His investment approach combines macroeconomic analysis, valuation discipline, and long-term portfolio management tailored to each client’s objectives.
Professional Experience
- 1987–1990 Business Development Officer, Employee Benefit Trust Division, Sanwa Bank
- 1990–1995 Trust Investment Officer, Security Pacific National Bank / Bank of America
- 1995–1999 Vice President, Imperial Trust Company
- 1999–Present Founder and President, Simpson Capital Management
In addition to his investment management career, David served as Chief Financial Officer of ClubFace Golf from 2007 to 2017, helping guide the financial operations of a golf equipment company whose swing-training products were marketed through e-commerce, Golf Channel advertising, professional tour endorsements, and international trade exhibitions.
Education & Professional Credentials
- Chartered Financial Analyst (CFA) Charterholder
- MBA, Finance, Arizona State University
- B.A., Economics, Bethany College
- Former Instructor, UCLA Extension Certified Financial Planner (CFP) Program
- Registered Investment Advisor since 1999
- Author of Striding with Economic Giants: Business and Public Policy Lessons from Nobel Laureates
Investment Philosophy
My investment approach combines macroeconomic analysis, valuation discipline, and long-term portfolio construction tailored to each client’s objectives, risk tolerance, and financial goals. Rather than relying on short-term market forecasts, I focus on long-term trends, fundamental value, and disciplined portfolio management.
For additional information, please visit the Investment Philosophy section of this website.
Community Leadership
- Recipient of the Laguna Niguel Chamber’s Rusty Gavel Award
- Former Chair, Laguna Niguel Chamber of Commerce
- Membership Chair, Laguna Niguel Chamber of Commerce
- Former Chairman, City of Laguna Niguel Investment, Banking and Audit Committee
Author
David is the author of Striding with Economic Giants: Business and Public Policy Lessons from Nobel Laureates, a book examining the ideas and influence of Nobel Prize-winning economists and their continuing impact on markets, public policy, and investment decision-making.
David resides in Laguna Niguel, California and enjoys economic history, travel, and community involvement. His professional interests focus on the intersection of economics, public policy, and long-term investment outcomes.