David brings over 25 years of experience with investment strategies and portfolio design. He focuses on long term global investing based on sound fundamental principles with a strong emphasis on tax efficient portfolio management that complements clients’ financial plans. David works directly with clients and advises in the areas of investment management, financial planning, tax planning, and estate planning. This personal interaction is critical to keeping the portfolio management function in tune with the specific needs of client families and their estates.
Before joining Private Advisor Group, David served as Chief Investment Officer of two regional wealth management firms, one for four years, and the other for six years. Prior to that, he was a Portfolio Advisor at a major Wall Street firm, where he worked with high-net-worth families as well as corporate retirement plan sponsors. David previously worked as a Portfolio Manager at a boutique investment management firm in San Francisco, serving institutional and ultra-high-net-worth clientele. In addition to traditional equity and fixed income portfolio management, his investment experience includes the management of alternative investments including hedge funds, private equity, private debt, real estate, and derivatives, as well as more complex strategies including options, international equity arbitrage, currency hedging, and others aimed at capitalizing on opportunities, reducing risk, or both. He enjoys deploying these resources as appropriate for the benefit of clients.
David received his bachelor’s degree from the University of California, Los Angeles and spent his junior year studying abroad at Gonzaga University in Florence, Italy. He has earned the Chartered Financial Analyst® (CFA) designation from the CFA Institute and the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. David is an active member of the CFA institute, the CFA Society San Diego, the North County Estate Planning Council – San Diego, and the UCLA Alumni Association.
On the clock David is driven to achieve his highest professional potential by serving clients to the best of his ability in pursuit of their goals. Off the clock he enjoys traveling, backpacking, skiing and cooking with his three children while sculpting them to be happy and contributing members of society. He finds both activities truly rewarding.
David Cariani is solely an investment advisor representative of Private Advisor Group, and not affiliated with LPL Financial.
