CFA, CFP®, CIPM®
David began his career in the investment management industry in 2005. Prior to joining Mercer Advisors, he worked at The Vanguard Group, Wells Fargo, The John Templeton Foundation, and Tower Bridge Advisors, where he provided financial planning, wealth management, and investment management services to his high-net-worth clients. David graduated from Susquehanna University with a Bachelor of Science degree in Business Administration. He and his wife, Marissa, have two young children, Anthony and Nicholas. They enjoy spending time with family and friends, vacationing at the shore, and cooking together.