Dave has worked for Sterling Investment Advisors for the past fifteen years, as the Director of Portfolio Design and Management. He is responsible for researching and reviewing all investments held within our clients’ portfolios, including mutual fund managers, separate account managers, and individual securities. He maintains our portfolio accounting system, whereby we track holdings and performance on all of our clients’ assets. He and Matt Croley share trading and operations duties at Sterling and frequently meet with our clientele. Dave holds the Certified Portfolio Manager (CPM) designation from the Academy of Certified Portfolio Managers in conjunction with Columbia University.