David Stefanick

David Stefanick, CFA, has a comprehensive work experience history. David started their career at Paddle Creek in 2009 as a Sales/Operations Manager until 2013. David then moved on to the North Carolina Department of State Treasurer in 2015 as an Investment Analyst until 2017. From 2017 to 2021, they worked at WealthShield, LLC, first as Director of Research and then as President. Most recently, from 2023 onwards, David is serving as the Director of Investment Solutions at Bridgeport Financial Technology.

David Stefanick, CFA completed a Bachelor of Arts (BA) in Exercise and Sport Science from the University of North Carolina at Chapel Hill in 2013. Following this, they pursued a Master of Business Administration (MBA) in Applied Investment Management at the University of North Carolina at Charlotte, graduating in 2015. In addition to their academic degrees, David also holds the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute, which they obtained in 2018.