David Mullen, CFA®
Assistant Portfolio Manager
David is an Assistant Portfolio Manager at Little House Capital and a member of the investment team. He plays an active role in managing client portfolios across diverse asset classes, contributing to research, portfolio construction, and performance oversight. He also supports the development and implementation of the firm’s proprietary strategies and products. In addition, David oversees all trading activity across client accounts.
His work includes fundamental security analysis, macroeconomic research, portfolio risk assessment, and performance attribution. By collaborating closely with the Chief Investment Officer, David ensures portfolios remain aligned with client objectives and the firm’s broader investment philosophy.
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 member of the CFA Society of Boston. He is licensed as a financial advisor with Series 65 registration and earned his Bachelor’s degree in Finance from the Isenberg School of Management, University of Massachusetts Amherst.