Experience and Education
David is the portfolio manager for structured notes. He is responsible for managing the firm’s growth and income separately managed accounts, including all operational aspects of tracking positions and performance as well as ensuring proper settlement and performance reporting. Additionally, David analyzes the current market environment to assess note-buying opportunities and creates one-off notes for advisors seeking customized solutions. His role also involves educating clients about the benefits and risks associated with notes.
Prior to joining Mariner Wealth Advisors, David was a senior investment analyst at WealthHealth, where he managed client portfolios with an emphasis on managing structured notes. Previously, he served as portfolio administrator at a broker-dealer, designing and implementing custom investment models across client portfolios.
David has an MBA from Rutgers Business School.
Away from the office, David enjoys fitness and classic cars. He also pursues his interest in global macro strategy in his spare time.