David is a Partner and serves as a portfolio manager for Brown Advisory. He manages multi-asset balanced portfolios for private clients and institutions. Prior to joining the firm in 2001, he worked in the development field at Yale University serving as a major and principal gifts officer from 1992 to 2000. Prior to that, he worked as a financial analyst for three years at J.P. Morgan & Co., Inc. in New York.
Education
- University of Virginia, MA
- Williams College, BA
Community Involvement
- President of the Board of Trustees, Christ Church Episcopal Preschool
- Former President & Treasurer, Service Corporation of Westover Hills
- Former board member, Paul’s Place Community Outreach Center
- Former Class Agent, Williams College
- Volunteer, Habitat for Humanity
- Member, Philadelphia CFA Society
Certifications
- CFA®