David manages balanced and equity portfolios for institutional and individual clients. He is a member of the Securities Research Committee, provides research and analysis in various sectors, and contributes to portfolio management of the Walden International Large Cap strategy.
Prior to joining the firm in 2013, David 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 earned a BA 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.