2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Senior Vice President,
Financial Advisor
CAPTRUST welcomed David in 2021, and he currently serves as a senior vice president and financial advisor. He serves as the lead consultant for a broad range of clients, including defined contribution plans, pension plans, endowments, and foundations. His primary responsibility is advising investment committees on all phases of their fiduciary duties.
David joined CAPTRUST from Portfolio Evaluations, Inc., where he served as a senior investment consultant for the firm. He has extensive experience with all aspects of fiduciary oversight including investment policy statements, performance evaluation, investment manager due diligence, and fee benchmarking. David holds the designation of Chartered Financial Analyst (CFA®) and has been in the industry since 1999. He earned a Bachelor of Arts degree from Gettysburg College and a Master of Business Administration from Seton Hall University.
Outside of work, David enjoys spending time with his family and coaching youth sports.
2 months ago
A year ago, markets were coming off one of the...
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
3 months ago
In this video, get to know Things That Matter author...
4 months ago
In this video, get to know Major General Angie Salinas,...