Director of Portfolio Design and Management

About Dave

As the Director of Portfolio Design and Management, Dave is responsible for researching and reviewing all investments held within our clients’ portfolios, including mutual fund managers, separate account managers, and individual securities. He is the head of trading at Sterling and also maintains the portfolio accounting system, whereby we track holdings and performance on all of our clients’ assets.  A licensed financial advisor for over twenty years, David frequently meets with our clientele and is devoted to helping them make sound financial decisions for their future and helping them meet their financial goals, both big and small.

Since starting his career in 1995, Dave has held operational, trading, and client advisory roles for multiple companies including Smith Barney, the American Financial Group, Brandywine Asset Management, and of course, Sterling Investment Advisors where he has remained for over twenty years.  David absolutely loves the relationships he has built over the past two decades within the Sterling Investment Advisor family.  That includes both clients and coworkers and is the key to his sustained longevity within his role at the company and why he plans to be here for many more years to come.  Since 2012, Dave has held the Certified Portfolio Manager (CPM) designation from the Academy of Certified Portfolio Managers in conjunction with Columbia University.

Dave and his wife, Lisa, first met in college where they both attended Messiah University in Pennsylvania.  For most of their lives together, they’ve resided in Downingtown, PA where they raised their three children, William, Jack and Ashlyn.  Lisa has spent her career serving the non-profit community and is currently the Executive Director at Quest Therapeutic Services in West Chester, PA.  They enjoy traveling, being outdoors and, of course, spending time with their three grown children and their spouses/significant others.