HORAN Wealth Names David Templeton Chief Investment Officer
By: HORAN Wealth
FOR IMMEDIATE RELEASE
HORAN Wealth Names David Templeton Chief Investment Officer
CINCINNATI, OHIO — HORAN Wealth announced that David Templeton, CFA®, has been promoted to Chief Investment Officer, effective immediately. In this role, Templeton will lead the firm's investment strategy, research, and portfolio management, working closely with leadership and advisors to ensure consistent, disciplined decision-making across client portfolios.
Templeton brings more than 30 years of financial services experience, including deep background across banking, credit and portfolio analysis, and the management of institutional, nonprofit, and family investment portfolios. He has spent the past 15 years at HORAN Wealth as a Principal and Portfolio Manager, recognized internally and by clients for disciplined portfolio construction and clear, consistent market commentary.
"As markets have become more complex and information has become more abundant, investors need to do more than react to headlines and make rash decisions," said David Templeton, Chief Investment Officer at HORAN Wealth. "They need a disciplined process that cuts through noise, stays rational in volatile moments, and keeps decisions aligned to long-term goals. The CIO role helps ensure we're speaking from the same playbook and holding clear accountability for investment decisions."
Templeton's appointment reinforces HORAN Wealth's emphasis on disciplined investing designed to protect and enhance client wealth, particularly for Private Wealth clients and astute investors navigating concentrated markets, evolving technology trends, and multi-generational planning needs.
"People of wealth often ask, 'Who is making the investment decisions, and what is the process behind them?"' Templeton added. "As families think in decades and across generations, that clarity and governance matter even more. This long-term, future-focused investment thinking is why my role and the role of the investment committee is so critical."
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About HORAN Wealth
HORAN Wealth is a leading wealth management firm headquartered in Cincinnati, Ohio, with a growing national footprint. As one of the largest independently owned advisory firms in Cincinnati, HORAN Wealth oversees $3.65 billion in assets under advisory and has served clients for over 75 years. The Private Wealth Practice delivers customized guidance in investment, retirement, insurance, estate, tax, and business planning—helping clients build productive and abundant lives across generations. HORAN Wealth has offices in Ohio, Kentucky, and Pennsylvania.
Securities offered through M Holdings Securities, Inc., an unaffiliated registered broker-dealer, member FINRA | SIPC. Investment advisory services offered by HORAN Wealth, LLC, registered with the U.S. Securities and Exchange Commission. Not FDIC Insured | No Bank Guarantee | May Lose Value
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