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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 | 