David Sax

David Sax, CFA, serves as a Manager at Weaver since February 2023, having transitioned from Columbia Financial Advisors, Inc., where a role as Valuation Analyst was held from March 2022 to January 2023. Responsibilities involved estimating fair market values for private companies using various valuation methods, consulting on ESOP transactions, conducting due diligence, and streamlining report writing processes. Prior experience includes working as a Senior Financial Analyst at Intel Corporation, focusing on non-manufacturing operational budgets, and participating in investment analysis and leadership roles at the University of Oregon. David received a Bachelor of Science in Business Administration with a concentration in Finance and a Master of Science in Finance from the University of Oregon. Achievements include passing the BV201 class from the American Society of Appraisers and the CFA Level I Exam.