David has spent 15 years in the investment space as an analyst, portfolio manager, investment banker, and wealth advisor. He has a comprehensive understanding of broad capital markets, with a specific expertise in the equity and fixed-income markets. Prior to joining Mercer Advisors, David was the Director of Portfolio Management at First Ohio Planning. His primary responsibilities included portfolio construction and management, client interaction, and building long-standing relationships with new clients. With a background in quantitative analysis, he’s well versed in translating economic indicators and positioning portfolios accordingly. David graduated from the University of Colorado Boulder with a major in economics. He has a certification as a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the CFA Society of Columbus.