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David S. Currier

Wealth Advisor

CFA®, CFP®

dcurrier@merceradvisors.com

800.335.1404

David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets.

Prior to joining Mercer Advisors, David was the Director of Portfolio Management at First Ohio Planning. David’s primary responsibilities included portfolio construction and management, client interaction, and building long-standing relationships with new clients. With a quantitative background, David is well-versed in translating economic indicators and positioning portfolios accordingly.

David attended the University of Colorado in Boulder where he majored in Economics. David is a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNERTM professional and a member of the CFA Society of Columbus.

Westerville

600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43802

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