David G. Hunter, CFA®, CAIA, CSRIC™

David G. Hunter, CFA®, CAIA, CSRIC™

Chief Investment Officer, CPC
dhunter@cpcadvisors.com
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David G. Hunter, CFA®, CAIA, CSRIC™

About

A highly accomplished investment professional and team leader with expert knowledge gained from working at some of the top financial firms in the world, David joined CPC in 2016.  As our Chief Investment Officer, he is primarily responsible for leading the research and investment team in the construction, risk management, and implementation of diversified multi-asset and U.S. equity portfolios.

David understands the diverse needs of individual clients and has dedicated his career to providing investment opportunities tailored to maximize their ability to meet and exceed specific goals.  In pursuit of this mission, David has earned the Chartered Financial Analyst® (CFA) designation, one of the most challenging designations in the field of investment analysis. He also holds the Chartered Alternative Investment Analyst (CAIA) and Chartered SRI Counselor™ (CSRIC) designations.

David began his career working with high-net-worth clients for T. Rowe Price Group by providing investment management services, including asset allocation and retirement planning. Subsequently, David joined Raymond James Financial, where he managed over $35 billion in client assets.  As an officer on this team, he amassed a wealth of knowledge on portfolio construction, asset allocation, optimization, and risk management.  He was also a member of the firmwide Investment Committee while at Raymond James.

David graduated with a bachelor’s degree in economics from the University of Florida where he met the love of his life.  He is the proud father of three young and extremely energetic children.  When David is not focused on investment management, you can find him spending time on the water, playing a game of pickleball  or enjoying a delicious craft beer.

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