David joined Hunter Financial Advisors as a dedicated Registered Client Associate in January 2024. David specializes in portfolio construction for wealth management clients working to create tailored portfolios that meet individual client needs. He works closely with clients and their advisors to implement strategic decisions through trading and cash management. David is committed to maintaining clients' desired portfolio allocations by monitoring daily account activities and market value changes.
David's journey into financial advising was driven by a sincere desire to empower individuals on their financial journeys. After spending two years on the institutional side of the industry, he transitioned to financial advising, motivated by a passion for helping others achieve their financial goals. He believes that sound financial advice can be a catalyst for positive change and is dedicated to providing personalized guidance to foster financial well-being.
David studied at McGill University and SUNY New Paltz. He holds a B.S. in Business and Finance from SUNY New Paltz. While in college, David was a dynamic student-athlete, playing a pivotal role in securing two Canadian Collegiate Baseball National Championships for McGill. Now residing in Westchester NY, with his dog Nova, David enjoys golfing, hiking, and spending time with family and friends. He holds SIE, Series 7, and Series 66 securities exam qualifications.