David A. Sandell, CFA

Portfolio Manager
Mr. Sandell manages balanced and equity portfolios for institutional and individual clients. He is a member of the Investment Committee, provides research and analysis in various sectors, and contributes to portfolio management of the Walden International Equity strategy.

Prior to joining the firm in 2013, Mr. Sandell worked at Leeb Capital Management where he served in a variety of roles, including portfolio manager, compliance officer, security analyst, head trader, and member of the firm’s Investment Committee. He holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society and the CFA Institute. He earned a BA from Washington University in St. Louis.