David Brown

David Brown, CFP®, is a Senior Investment Consultant with Mercer, where they manage a portfolio advising major nonprofits across the country. In this role, they provide discretionary investment management and client service, frequently reporting to boards or investment committees. Previously, David led the financial planning practice at Vanguard, accumulating 30 years of experience in various positions within the company. They hold a BS in Management from East Stroudsburg University and an MBA with a concentration in Finance from Saint Joseph's University. David possesses numerous FINRA licenses and specializes in nonprofit advisory services, financial planning, and strategic development.