David Brune

David Brune, CFA has extensive experience in investment portfolio management and client relationship service. David began their career at Bank of America Private Bank in 1994 as a Vice President, and then moved to PNC Financial Services Group in 1998 where they managed investment portfolios for private clients and institutional relationships. In 2004, they joined The Haverford Trust Company where they currently serve as a Vice President and Portfolio Manager. In this role, they lead a team in servicing a diverse range of client relationships and managing investment portfolios for individuals, families, endowments, foundations, pension plans, and institutional consultants. Throughout their career, David has demonstrated expertise in setting investment strategies, conducting periodic meetings with clients to review portfolios, and actively participating in investment committees and financial planning groups.

David Brune, CFA is a CFA Charter Holder since 1997, having obtained their charter from the CFA Institute. David completed their Bachelor of Science degree in Business/Finance from the University of Delaware between 1985 and 1989. Prior to that, they attended Calvert Hall College High School from 1981 to 1985, but no specific degree or field of study is mentioned for this period.