Financial Planner/Portfolio Strategist

David is a Chartered Financial Analyst and member of the CFA Institute and the New York Society of Security Analysts. He has worked in many different facets of the investment industry from San Francisco to New York, for such firms as Bessemer Trust and Seneca Capital.

A native to New Jersey and a natural entrepreneur, David ran his own shipping and storage company throughout college. He graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration and a major in finance.