About David
David is a Managing Director and Senior Wealth Advisor specializing in investment modeling and reporting. Prior to joining Focus Partners, David focused on reporting and financial planning for InterOcean Capital where he managed the company’s reporting platforms in addition to numerous investment planning modules. David developed proprietary planning and allocation models which aligned with the company’s philosophy in addition to customizing dynamic projections for institutions and ultra-high net worth clients. David also provided data analytics to support executive decisions and multiple successful SEC examinations. He was also responsible for maintaining strategy composite performance utilizing advanced reconciliation models.
He earned a Bachelor of Science at Northern Illinois University. David is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Analyst® charterholder and a member of the CFA® Society Nashville. David is an avid marathon runner qualifying and racing in multiple Boston Marathons.
David is a Managing Director and Senior Wealth Advisor specializing in investment modeling and reporting. Prior to joining Focus Partners, David focused on reporting and financial planning for InterOcean Capital where he managed the company’s reporting platforms in addition to numerous investment planning modules. David developed proprietary planning and allocation models which aligned with the company’s philosophy in addition to customizing dynamic projections for institutions and ultra-high net worth clients. David also provided data analytics to support executive decisions and multiple successful SEC examinations. He was also responsible for maintaining strategy composite performance utilizing advanced reconciliation models.
He earned a Bachelor of Science at Northern Illinois University. David is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Analyst® charterholder and a member of the CFA® Society Nashville. David is an avid marathon runner qualifying and racing in multiple Boston Marathons.