David joined Professional Planning Group in 2023. As a Financial Advisor and Director of Investments and Trading, David works directly with clients providing comprehensive wealth management services, and alongside Christopher Wallace, Chair of Investment Committee, assists with overseeing the firm’s investment strategy, portfolio construction and monitoring, research efforts and trading operations.
Experience
Prior to joining Professional Planning Group, David was a Senior Investment Analyst and Co-Chair of the Equity Sub Committee within Washington Trust Company’s Wealth Management division and directed the management of the company’s three proprietary equity strategies.
Education
David graduated Summa Cum Laude with a Bachelor of Science degree in Business Administration from the College of Business at the University of Rhode Island. He is a CFA Charterholder and is a member of the CFA Institute. David also holds the Series 7 & 63 licenses.
Community
David has taught a certificate program in Equity Research Writing at the University of Rhode Island. He is also involved in the CFA Society Providence.
Family
David has a large but close extended family based in the New England area. David is from Cumberland and currently resides in Providence, RI.
Hobbies
In his free time, he enjoys traveling, hiking, biking, skiing, and staying active with family and friends.
