Senior Director, Investment Strategy & Research
Is your investment portfolio something you’re comfortable with, through good and bad markets? At LNWM, we try to make sure the answer is “yes,” says David. Like a good architect, he works to design portfolios that are livable – geared to keep risk in check, provide enough income and make the most of your tax situation.
Working closely with LNWM’s Chief Investment Officer, David develops near-term (tactical) and long-term (strategic) plans for your portfolio. His work is thorough, data-driven and firmly grounded in the four Rs – Risk, Return, Research and Review. While primarily a numbers guy, David enjoys writing about the strategies LNWM is implementing, as well as providing you with in-depth explanations of investments.
Designations and Education
- Chartered Financial Analyst (CFA)
- B.A. in Business Administration
University of Washington