David has over 30 years of wealth and investment management experience including Bank of Oklahoma and PNC Financial. He started his own trust company, Heritage Trust Company, in 1992. After growing client assets to $325 million, Heritage was sold to a local community bank. David also founded and sold ParentBroadcast, one of the country's first school-to-parent notification services. He holds a bachelor's degree in finance from John Carroll University and an MBA from Gannon University.
David is a Chartered Financial Analyst which is considered the golden standard of financial certification. The CFA designation is proof of unparalleled financial knowledge, skills and competence.