David Wechsler

David Wechsler has extensive experience in investment operations and trading. David is currently the Director of Investment Operations at Ethic since September 2023. Previous to this role, they served as the Director of Operations & Head of Trading at Blue Square Wealth from December 2018 to April 2021. David also worked as the Director of Operations & Head of Trading at Raymond James from March 2018 to December 2018. Prior to these positions, David was a Senior Equity Trader for Team Kaminsky at Neuberger Berman from January 2004 to November 2016. Before that, they worked as an Associate in Private Asset Management at Neuberger Berman from March 2002 to January 2004. David also gained experience as an intern at the New York Stock Exchange, Precision Group, INC. in 2000 and as an intern in Commercial Credit at Brown Brothers Harriman in 1998.

David Wechsler received a Bachelor of Arts (B.A.) degree in Political Science and History from the University of Vermont, where they studied from 1997 to 2001. Prior to that, they attended Trinity-Pawling School from 1994 to 1997. In addition to their formal education, David has obtained multiple certifications, including ones related to organization planning and development, team management, data and statistics foundation for investment professionals, decentralized finance, structured query language, Python programming, Bloomberg market concepts, and financial industry licenses such as Series 63 and Series 7.