David S. Cracroft*

Associate

Phone: (801) 424-0020
Fax: (801) 424-0030
E-mail: dcracroft@htk.com

PROFESSIONAL CAREER

·         2001--Present               Partner, Cambridge Financial, Intermountain Area

·         Investment Advisory & Retirement Plan Specialist

·         Low-cost, Full-Service Portfolio Management

·         GARP Style  (Growth-at-a-Reasonable Price)

·         Focus on Efficient Frontier, disciple of Harry Markowitz, PhD, 5-times Nobel Laureate

·         Focus on lowering risks and raising returns

·         Access to all wirehouse investments

·         Real Estate, and Equipment Leasing Investments

·         Holistic Estate and Business Investment and Tax Planning

·         Series 63, 7, 65, and Life & Health Licensed;

·         Member Million-Dollar Roundtable

·         Excalibur Award

 

·         1997--Present               President, Cracroft Corporation

·         Business Advisory Group

·         Human Resources Software Management

·         Benefits, cost-savings, risk reduction, and tax-planning

·         Attracting & maintaining key employees, and sharpening competitive edge

 

 

·         2000--2001                    Institutional Account Manager, SunGard Data Systems, New York

·        Financial Planning & Investment Asset Allocation Software

·        Serviced and supplied financial software to largest firms on Wall Street

 

·        1990--2000                    AVP,  EFHutton-CitiGroup, Wachovia, KeyBank/McDonald, SLC

·        Foundations, Endowments, and Qualified Plans.  Won expense-paid week on Wall Street  USA Today’s Equity Challenge.  Managed ESOPs, CRUTs, 401ks, Institutional Bonds

 

·         1981--1990                   Real Estate & Building Industry, Northern Utah.

·         Leased, managed & sold residential, recreational & investment properties

·         Million-dollar producer, moving over 3 million feet of real estate

 

·         1977-1981                     Marketing Manager, Continental Airlines, Houston.

·         Managed $17 million advertising budget.

 

·         Misc. Times                  State Assistant to a U.S. Congressman. Press Secretary to a U.S. Senator.

·         Consulted for SkiUtah & DeerValley Ski Area. Newspaper Sportswriter for 2 years.

 

PERSONAL & COMMUNITY SERVICE

·         BA, University of Utah, JMC/Advertising/Public Relations, June, 1980;  Minor in Business Marketing

·         Husband to Terese Williams, father of five children and one grandchild

·         Loves water & snow skiing, and all racquet sports. Ran 2 Marathons

·         Volunteer TV Fundraiser with Easter Seals Telethon for 6 years

·         20 years’ service as Scouting Leader (2 years as District Chairman)

·         Former Chairman of Speakers Bureau/Salt LakeBoard of Realtors (SLBR)

·         Former Member, Board of Directors; Fundraising Chair; Alliance House for the Mentally Ill, 1996-2000

·         President, Ute Conference, East District Youth Football, 2000-2002

·         East High School Community Council

·         Advisory Board of EngageNow, an international humanitarian group

·         Fluent in Japanese

*Cracroft Corporation is independent of Hornor, Townsend & Kent, Inc., and is affiliated with The Cambridge Financial Center.