CoverProfile

David Locher

Investment Advisor and Director of Research

Capital Management Services Inc

United States, Pennsylvania, New Hope

About Me

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.

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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