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David M. Gatti

Chief Executive Officer, Chief Investment Officer and Founding Partner

RPg Family Wealth Advisory

United States, Massachusetts, Winchester

About Me

With more than 25 years of investment, portfolio and wealth management experience, David joined RPg Family Wealth Advisory in 2011. Prior to joining the firm, David was the Managing Director of the Twin Lights Group of Morgan Stanley Smith Barney, which specialized in the creation, implementation and management of standard and customized hedge fund portfolios. Throughout his career, David has built a reputation and track record based upon principles, expertise and client values. For the past 14 years, David has been customizing tactical strategies for his clients’ portfolios. He was an early adopter of Alternative Investments as a means to smooth volatility and enhance portfolio performan

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Profile Information

Chief Executive Officer, Chief Investment Officer and Founding Partner

RPg Family Wealth Advisory

Investment Team,Operations Team

Investor

Multi-Family Office

Winchester

Massachusetts

United States

Sep 25, 2024

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