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  2. Director of Portfolio Design and Management

Director of Portfolio Design and Management

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David S. Newcomb
CPM®
Phone: 
(610) 560-0400 x115

About Dave

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.

 

 

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About Tim
 

Tim is President and founder of Sterling Investment Advisors, Ltd., and has 34 years of...

Timothy E. Flatley

ChFC®

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About Sean

Sean is Executive Vice President and Co-founder of Sterling Investment Advisors, Ltd.(SIA) Sean has 15...

Sean M. Flatley

CFP®, AIF®

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About Dave

Dave has worked for Sterling Investment Advisors for the past fifteen years, as the Director of...

David S. Newcomb

CPM®

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About Lisa

Lisa is a client relationship manager serving Sterling’s corporate and high net worth clients....

Lisa Curcio

AIF®

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About Matt

Matt has been the Director of Operations for Sterling Investment Advisors, Ltd. for the last 8 years. Prior to Sterling...

Matthew Croley

CPM®

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About Bray

Bray was hired by the Vanguard Group immediately after graduating from the University of Pittsburgh...

Bray Hansel

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