David Hudak, CFA

Senior Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

David Hudak is an institutional retirement plan advisor based in Warren, NJ.

CAPTRUST welcomed David in 2021, and he currently serves as a senior vice president and financial advisor. He serves as the lead consultant for a broad range of clients, including defined contribution plans, pension plans, endowments, and foundations. His primary responsibility is advising investment committees on all phases of their fiduciary duties.

David joined CAPTRUST from Portfolio Evaluations, Inc., where he served as a senior investment consultant for the firm. He has extensive experience with all aspects of fiduciary oversight including investment policy statements, performance evaluation, investment manager due diligence, and fee benchmarking. David holds the designation of Chartered Financial Analyst (CFA) and has been in the industry since 1999. He earned a Bachelor of Arts degree from Gettysburg College and a Master of Business Administration from Seton Hall University.

Outside of work, David enjoys spending time with his family and coaching youth sports.

Education

  • Bachelor of Arts degree from Gettysburg College
  • Master of Business Administration degree from Seton Hall University

Industry Designations

  • Chartered Financial Analyst
  • Qualified 401(k) Administrator (QKA)
  • Qualified Plan Financial Consultant (QPFC)

Memberships

  • Member, American Society of Pension Professionals & Actuaries
  • Member, Morris Township Parks & Recreation Advisor Committee
  • Member, CFA Society New York

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Warren)

Resources

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