Director of Portfolio Design and Management
Dave has worked for Sterling Investment Advisors for the past fifteen years, as the Director of Portfolio Design and Management. He is responsible for researching and reviewing all investments held within our clients’ portfolios, including mutual fund managers, separate account managers, and individual securities. He maintains our portfolio accounting system, whereby we track holdings and performance on all of our clients’ assets. He and Matt Croley share trading and operations duties at Sterling and frequently meet with our clientele.
Dave holds the Certified Portfolio Manager (CPM) designation from the Academy of Certified Portfolio Managers in conjunction with Columbia University. In his 21 year career working in the investment world, Dave has held operational, trading, and client advisory roles for multiple companies including Smith Barney, American Financial Group, Brandywine Asset Management, and of course, Sterling Investment Advisors. Dave and his wife, Lisa, live in Downingtown with their three children, Will, Jack and Ashlyn. Their family is active in their church and within some charitable organizations located in our community. Most notable of these organizations is Quest Therapeutic Services over which Lisa serves as Executive Director.