David manages balanced and equity portfolios for institutional and private wealth clients and is a portfolio manager on the International Large Cap equity strategy. He provides primary research and analysis in the healthcare and communication services sectors. He is also a member of the Investment, Portfolio Strategy, Trust & Investment, Fixed Income, and Community Reinvestment Committees.
David began his career in 2004 and joined Boston Trust Walden in 2013. He previously was a Vice President at Leeb Capital Management where he served as a Security Analyst, Portfolio Manager, and member of the firm’s Investment Committee, among other roles. He earned a BA in Psychology and Finance from Washington University in St. Louis. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.