David Harvan, CFA, is currently a Senior Lead Research Analyst at KeyBank Wealth, specializing in diversifying and defensive assets, including private credit and hedge funds. Previously, they served as a Senior Investment Analyst at Cleveland Clinic, leading manager diligence across various asset classes. David began their career as an investment banking analyst at Bank of America Merrill Lynch, where they focused on debt advisory and liability management. They hold a Bachelor of Business Administration in Finance from the University of Notre Dame, where they studied from 2013 to 2017.
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