David joined Rothschild as an Investment Associate in 2022 from the JP Morgan Private Bank. He specializes in investment analysis and portfolio management. He is responsible for due diligence, portfolio construction, and advises on long-term wealth planning strategies. He manages communication with clients on asset allocation and frequent portfolio performance reviews. David received his bachelor’s degree in Finance from Indiana University. David resides in downtown Chicago and serves on the auxiliary board for the Big Shoulders Fund.