Advanced Wealth Advisory
David brings over 20 years of investment strategies and portfolio design to the firm. For both individual and institutional clients, David has always focused on long term global investing based on sound fundamental principles. He also places emphasis on tax efficient portfolio management strategies that complement clients’ financial plans. David works directly with clients and advises in the areas of investment management, financial planning, tax planning, and estate planning. It is this personal interaction that is critical in keeping the firm’s overall portfolio management function in tune with the specific needs of clients.
Before joining Private Advisor Group, David served as Chief Investment Officer of a regional wealth management firm for four years, and as Chief Investment Officer of a global wealth management firm 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 hedge fund portfolios, direct investments in private equity, the use of derivatives including options, international equity arbitrage trading, currency hedging, and other complex strategies 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 Financial Planning Association of San Diego, the North County Estate Planning Council – San Diego, and the UCLA Alumni Association.
David is driven to achieve his highest professional potential by serving clients to the best of his ability in pursuit of their goals and dreams. He also strives to sculpt his three children to be happy contributing members of society. He finds both activities truly rewarding.