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David manages balanced and equity portfolios for institutional and private wealth clients. He is a member of the Investment, Portfolio Strategy, Trust & Investment, Fixed Income, and Community Reinvestment Committees. David provides primary research and analysis in the healthcare and communication services sectors. He is also a Portfolio Manager on the ÌÒÑÕÃÛÉ«ÊÓƵ International Large Cap strategy.

David began his career in 2004 and joined ÌÒÑÕÃÛÉ«ÊÓƵ in 2013. Previously, he was Vice President at Leeb Capital Management where he served as a Security Analyst, Portfolio Manager, and member of the firm’s Investment Committee, among other roles. He earned a BA in Psychology and Finance from Washington University in St. Louis. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.