David is an accomplished investment professional with over a decade of experience with some of the top financial firms in the world.  His expertise is primarily on 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 their specific goals.  In pursuit of this mission, he has earned the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst designations. In 2020, he achieved the Chartered SRI Counselor™ designation, which provides knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

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 joined CPC in 2016.

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 with his family, enjoying time on the water, or enjoying a delicious craft beer.