David is a Wealth Manager and a Partner of Heritage Investment Group. He joined the firm in 2011. David holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner practitioner. He graduated from Iowa State University with a bachelor’s degree in finance. He is a member of the CFA Institute, and the CFA Society of South Florida. Prior to joining Heritage, David spent eight years at Wetherby Asset Management, an investment firm in San Francisco, where he managed portfolios for high-net-worth clients. At Heritage, David’s scope of responsibilities includes client portfolio management, financial and retirement planning, as well as project management. David and