David is an Investment Relationship Partner in our Columbus, OH office with over 10 years of experience within the financial services industry. He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics, including holistic financial planning, income tax optimization, asset allocation, portfolio construction and estate planning strategies.
David’s well-rounded financial education and past experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short- and long-term financial goals. As a former financial analyst, David is actively involved in the firm’s investment research process, including strategic portfolio construction, on-going investment due diligence of new and existing investment managers and other ad-hoc research.
- Member - CFA Society of Columbus
- Member - American Institute of Certified Public Accountants
B.S.—Accounting, The Ohio State University
Professional Designations & Licenses
- Chartered Financial Analyst®
- Certified Public Accountant
- Certified finanCial Planner™ Practitioner