David is Red Tower Advisor’s (RTA) Investment Service Executive. He holds the CFA designation. David assists RTA with research and analysis of broader economic data, market conditions and trends. He also assists the advisors at RTA with determining client’s appropriate risk level utilizing our Riskalyze tool and as directed rebalances individual portfolios as well as places portfolio trades.
David has over 22 years of experience in the area of investment management. His past 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.