Dave Philipp, CFA

Dave Philipp, CFA, CAIA, Partner, Fund Liquidity Solutions – Mr. Philipp joined Crestline in 2013 and is a Partner of the firm in the Fund Liquidity Solutions Group and a Senior Portfolio Manager of the Portfolio Financing Fund. Mr. Philipp has more than 27 years of experience in investment banking and alternative investments. Prior to joining Crestline, Mr. Philipp co-founded and managed several family-owned investment and advisory firms with holdings and operations around the world. Earlier in his career, he spent 12 years at Merrill Lynch, Deutsche Bank and Credit Suisse focused on providing structured financing strategies for alternative investment managers. He is a CFA Charterholder and a member of the Security Analysts of San Francisco. He graduated Summa Cum Laude from the University of Colorado.