David is a partner and serves as a portfolio manager. In addition to overseeing clients’ stock and bond portfolios, he develops, implements and monitors customized investment programs to achieve appropriate equilibrium between liquidity, income, capital preservation and growth. Before joining the firm, he worked as a research analyst with Croft-Leominster and in the Equity Sales & Trading department at Merrill Lynch in New York.
Education
- The University of Virginia Darden School of Business, MBA (2001)
- Washington & Lee University, BA (1993)
Community Involvement
- Community Trustee, Baltimore Educational Scholarship Trust (B.E.S.T.)
Certifications
- CFA®