Professional designations
Chartered Financial Analyst
Current responsibility
David is a senior consultant at Evaluation Associates. He joined the firm in 1999.
Experience
David assists his clients in developing and implementing their unique investment strategies. He works with a variety of clients, which include corporations, foundations, and financial intermediaries. In addition to his client responsibilities, David is a member of Evaluation Associates’ Executive Committee. He is also a member of the CFA Institute and New York Society of Security Analysts.
Prior to joining the firm, David worked as an investment research analyst at American Planning Group, a financial planning and asset management firm that serves high-net-worth individuals. He worked with clients on developing asset allocation strategies, provided quarterly performance reports, and conducted mutual fund research.
Education
MBA, Finance, New York University’s Stern School of Business
BA, Communications and Political Science, University of Michigan |