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Robert David

Robert David

Research Director

Robert is responsible for directing the Firm’s investment research efforts. He chairs our security selection committee and supplies the group with study results, trend surveys, detailed fund and security analysis and a wide range of other metrics that enhance the sophistication and depth of our recommendations. He also helps develop and implement investment policies for clients. Robert comes to us with many years of experience as an analyst involved in security valuation, manager selection and due diligence, asset allocation and market research. He served as Director of Investments for a Firm providing an institutional platform for other independent financial advisors. Bob earned an MBA from Loyola University and is an affiliate member of the CFA Society of Washington DC with plans to sit for level 2 of the rigorous Chartered Financial Analyst exam.