David Meserve

David Meserve has a strong background in finance and investment management, having worked in various roles at companies like Meeder Investment Management, Patterson Capital Management, Charles Schwab, and Edward Jones. With a Bachelor's degree in Finance from The University of Texas at Austin, David also has experience in accounting from their time as an intern at Austin Pets Alive! In their current role as a Fixed Income Portfolio Manager, David is dedicated to understanding their clients' financial goals and risk tolerance to help them achieve long-term success.