David is a Principal and Senior Analyst within LBA’s research department, with primary responsibility for conducting research and due diligence on new and existing client holdings. His skills include valuation, financial modeling, and asset allocation.
David graduated magna cum laude from Clark University, where he was president of the Investments & Trading Society and one of twelve members of the Gryphon & Pleiades Honor Society. He also studied business management and finance at the London School of Economics & Political Science, where he was selected to serve as an analyst in the Trading Society. David successfully passed all three levels of the CFA Program in succession, and may be awarded the charter upon completion of the required work experience
In addition, David served as an analyst for the student-managed portion of the Clark University Endowment Fund and interned in the Wealth Management & Trust department at Boston Private Bank.