David is a Partner and serves as a portfolio manager for Brown Advisory. He manages multi-asset balanced portfolios for private clients and institutions. Prior to joining the firm in 2001, he worked in the development field at Yale University serving as a major and principal gifts officer from 1992 to 2000. Prior to that, he worked as a financial analyst for three years at J.P. Morgan & Co., Inc. in New York.

Education

  • The University of Virginia, MA
  • Williams College, BA

Community Involvement

  • President of the Board of Trustees, Christ Church Episcopal Preschool
  • Volunteer, Habitat for Humanity
  • Former Board Member, Paul's Place Community Outreach Center
  • Member, Philadelphia CFA Society
  • Former President and Treasurer, Service Corporation of Westover Hills
  • Former Class Agent, Williams College

Certifications

  • Chartered Financial Analyst (CFA®)

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