David Wroth is an accomplished finance professional with diverse experience in investment banking, financial planning, and analysis, as well as consulting. At Novahill Advisors, LLC, David conducted industry sector research and company valuation analyses while providing M&A advisory services. As a Financial Planning and Analysis Intern at Annapolis Capital Partners, David managed a $13M commercial real estate asset portfolio and prepared various financial documents. David further expanded analytical skills through consulting roles at Microsoft and Cboe Clear Europe, focusing on competitor analysis and fee structure optimization. Currently, David serves as a Client Relationship Associate at Vanguard. Educationally, David holds a Bachelor's degree in Exercise Physiology and two Master's degrees in Health Services and Finance from West Virginia University and Georgetown University, respectively.
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