Please be alert to impersonation fraud. 
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
- Darden School of Business Administration at the University of Virginia, MBA
- Virginia Episcopal School
- Washington & Lee University, BA, Economics
Community Involvement
- Trustee, Baltimore Educational Scholarship Trust (B.E.S.T.)
Certifications
- Chartered Financial Analyst (CFA®)
