David Mullen, CFA®

David is an Assistant Portfolio Manager at Little House Capital and joined the firm in 2020. He helps oversee the day-to-day management of client portfolios across a range of asset classes. In this role, David contributes to investment research, portfolio construction, trade execution, and performance monitoring, while also supporting the operation and implementation of the firm’s proprietary investment products and strategies. He is actively involved in fundamental security analysis, macroeconomic research, portfolio risk assessment, and performance attribution, working closely with the Chief Investment Officer to ensure each portfolio aligns with the client’s objectives and the firm’s broader investment philosophy.

With a focus on risk management, portfolio performance, and continuous improvement, David plays a key role in delivering thoughtful, long-term investment solutions tailored to each client’s goals.

Previously, David was a Senior Research Analyst at EntrepreneurShares, where he conducted both macroeconomic and security-specific research, and oversaw trade execution for the firm’s five managed mutual funds and ETFs.

David is a CFA® charterholder and a licensed financial advisor, holding the Series 65 registration. He earned his Bachelor’s degree in Finance from the Isenberg School of Management at the University of Massachusetts Amherst.