David is an administrative associate who assists with portfolio management tasks, including: assessing client risk tolerance, monitoring economic trends, asset allocation, portfolio construction and portfolio rebalancing. He holds a B.A. with honors from the University of California at Santa Barbara and an M.B.A. from the University of California at Irvine. He is a Chartered Financial Analyst (CFA) charterholder.
David has over twenty years of experience in the area of investment management. His experience includes investment analysis, portfolio management, credit risk management, and banking. He was the lead institutional portfolio manager for the Floating Rate Debt Group at Franklin Templeton Investments and held other positions while there for over 15 years. He also held positions at Union Bank of California, Bank of America, JP Morgan and Swiss-Re.
David is from the Bay Area but has lived in other locations, including Europe. In his spare time he enjoys walking “Duskie” the family rescue shorkie-poo, traveling, and time with family.