Dave is a portfolio manager in the Boston office. He works with individuals, families, endowments and foundations to build customized portfolios. Dave provides clients with strategic investment solutions and advice. Prior to joining Brown Advisory, he was an investment advisor at Wilmington Trust. Dave was also a portfolio manager at State Street Global Advisors and started his career at Smith Barney as a financial consultant.
Education
- Northeastern University, MS Finance
- University of North Carolina at Chapel Hill, BA
Community Involvement
- Board Member, American Council on Gift Annuities
Certifications
- Chartered Financial Analyst (CFA)