David joined Professional Planning Group in 2023 as a Financial Advisor. He works directly with clients to provide comprehensive wealth management services and retirement planning strategies based upon their individual goals and objectives. David is a member of the Investment Committee.
Experience
Prior to joining Professional Planning Group, David was a Senior Investment Analyst and Co-Chair of the Equity Sub Committee within Washington Trust’s Wealth Management division and directed the management of the firm’s three proprietary equity strategies.
Education
David graduated Summa Cum Laude with a Bachelor of Science in Business Administration from the College of Business at the University of Rhode Island. He is a CFA charter holder and is a member of the CFA Institute.
Community
Most recently 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, RI and currently resides in Providence, RI.
Hobbies
In his free time, he enjoys traveling, hiking, biking, skiing, and staying active with family and friends.
