Director of Research, Advisor
B.S., Business Administration and Economics, San Francisco State University; M.B.A., Finance, Saint Mary's College of California. FINRA Series 65 License. Currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
David is involved in the investment manager due diligence and selection process, performance reporting, as well as quantitative and qualitative research. He also serves on the firm’s Investment Committee. Prior to joining Savant in 2015, David was a Research Analyst at a boutique Bay Area-based investment management firm where he guided the Investment Committee’s agenda in macroeconomic research, investment manager due diligence, and portfolio analytics. He also oversaw the client portfolio review process and participated in investment selection and overall asset allocation.