Dave Fanger, CFA, FSA, MBA in

Dave Fanger, CFA, FSA, MBA

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Vice President of Finance at Counterpart
📍 Los Angeles Metropolitan Area, United States

Dave is a strategic financial executive with over 25 years of experience in insurance, asset management, and FinTech. He has held leadership roles at JPMorgan and Pacific Life, where he founded the fintech Swell Investing. A CFA, FSA, and UCLA MBA graduate, colleagues describe him as a thoughtful and empowering leader.

Dave is passionate about purpose-driven ventures, demonstrated by his founding of an impact investing platform and his advisory role at a medical nutrition startup. He actively supports companies with a positive social mission, from sustainable finance to health and wellness, showing a commitment to leveraging business for good.

He founded and led Swell Investing, an impact investing fintech, as a startup venture from within the corporate structure of insurance giant Pacific Life.

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Experience
27 Years
Current Role
Vice President of Finance
Job Level
Senior
Location
Los Angeles Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Dave cares about

Impact Investing
Founded Swell Investing to provide a platform for "values-driven" investing, aiming to align profit with purpose and make it accessible to retail investors.
InsurTech & FinTech
Currently leads finance at Counterpart, an AI-first insurtech, and has extensive experience as the founder of FinTech firm Swell Investing.
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Career

Work history

2025
Vice President of Finance
Counterpart
2022 - 2024
Managing Director
JPMorgan Chase & Co.
2020 - 2022
Americas Business Leader
Mercer
2019
Investor, Strategic Advisor and Fractional CFO
Reason Health
2017 - 2019
CEO & Founder & Portfolio Manager, Swell Investing
Pacific Life
In the press

Media appearances

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Education
2013 - 2015
Master of Business Administration (M.B.A.)
UCLA Anderson School of Management
1995 - 1999
Bachelor of Science (BS)
Ball State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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