Conscientious and high-energy financial professional. Articulate, diligent in attention to detail in managing assets appropriately given client objectives and expectations. Team oriented approach in achieving organizational goals. Developed a client base of over $50 million in assets over three year period and manage approximately 60 clients while serving on the firms' investment committee as well as oversee alternative and satellite investments such as REITS, MLP's, and options positions.


David Locher
Investment Advisor and Director of Research
Capital Management Services Inc
United States, Pennsylvania, New Hope
About Me
Profile Information
Investment Advisor and Director of Research
Capital Management Services Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New Hope
Pennsylvania
United States
Jan 9, 2025
More profiles to browse
MF
Michael Feldman
Founder, President & CEO
SK
Sheetal Khanna
Director, Financial Planning
Eric Lanshe
Senior Portfolio Analyst and Chief Investment Officer
Bradley Lawrence
Public Finance Investment Banking
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)