David is a Principal and Senior Analyst within LBA’s research department, with primary responsibility for conducting extensive primary research and due diligence on new and existing client holdings. Prior to joining LBA, 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.
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 is a Chartered Financial Analyst and is a member of the CFA Society Boston and the CFA Institute. He passed all three levels of the program in succession.