With nearly twenty years of experience in the financial services industry, David specializes in research, market commentary, fund and manager due diligence, and portfolio construction. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, and manager sourcing and due diligence. Prior to joining Coldstream, David was the Chief Investment Officer for Sandy Cove Advisors where he analyzed market trends and generated strategic and tactical asset allocation guidance. David earned a Bachelors of Science Degree in Finance from Bryant College and holds the Chartered Financial Analyst® (CFA®) designation.
When not covering the markets, David enjoys spending time playing golf, travelling, and living in Seattle with his wife. He loves being an active member of the Seattle community and can often be found socializing with friends around town.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
For me, it always comes back to the relationship. When you can connect with someone, that’s when you can truly serve them.