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
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