Veritable
David is Veritable’s Chief Investment Officer and a member of the Executive Committee and the Operating Committee. As the Chair of its Investment Committee, he sits at the intersection of the firm’s client-facing, research, operating and portfolio management teams. He graduated summa cum laude with a BS in Economics and a concentration in Finance from the University of Pennsylvania’s Management and Technology program.
Veritable
They are one of the largest and oldest independent investment advisors, operating as a multi-family office, serving over 200 families and managing $15 billion