David Shaw

David Shaw is currently an Associate Wealth Advisor at The Colony Group. David has over 4 years of experience in the financial industry. Prior to their current position, David was an Associate Client Advisor at Argent Wealth Management, LLC from February 2019 to May 2020. There, they prepared client reports, participated in investment committee discussions, assisted with the implementation of financial plans, and prepared individual and trust tax projections. Before that, David was a LIHTC Portfolio Analyst | Fund Management at Boston Financial Investment Management, LP from January 2016 to February 2019. There, they were responsible for financial model building and maintenance, provided analysis for institutional investors and internal stakeholders, and delivered long-term projections of capital installments for the entire portfolio. David Shaw has the experience and skills necessary to be a successful Associate Wealth Advisor and help their clients reach their financial goals.

David Shaw completed their undergraduate degree at Saint Anselm College, where they studied finance and economics. David then went on to complete a certificate program in finance and financial management services at Boston University. Lastly, they completed a degree in communication and media studies at Massey University.