Senior Investment Strategist
David directly supports advisor teams and high-net-worth and ultra-high-net-worth families in the areas of investment strategy, advice, and portfolio implementation. He joined Mercer Advisors at the end of 2021 through the Miller Advisors acquisition. David has worked in the financial services industry since 2000 and has obtained the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Analyst certifications. At Miller Advisors, he served as Senior Investment Analyst and Portfolio Manager for seven years and was directly involved in portfolio management, wealth strategy, and tax planning for clients. His experience also includes multiple aspects of individual wealth management (investing, stock plans, retirement plans). He’s a board member of the CFA Society Seattle and volunteers with his church. David has a bachelor of business administration degree from San Diego State University and a master of business administration degree from Thunderbird School of Global Management.