David Bugbee

Associate Vice President, Portfolio Management

David Bugbee is currently the Associate Vice President of Portfolio Management at Vest Financial, a position held since 2022. Previously, from 2019 to 2022, they served as a Senior Trade Operations Associate at Geode Capital Management, where they managed ETF settlements, analyzed holdings, and coordinated compliance activities. Prior to that, David worked as a Senior Associate at State Street from 2016 to 2019, facilitating ETF settlements and managing collateral accounts. They also completed a summer internship at Travelers in 2015, analyzing market trends for upper management. David earned a Bachelor's degree in Economics and Business, with a minor in History, from St. Lawrence University in 2016.

Location

Amherst, United States

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