Person 3, Senior Portfolio Manager
Investment Advisor Representative
With over 30 years of experience as an investment manager focusing on client portfolios, Dave brings a deep understanding and knowledge of financial markets, asset allocation, and portfolio construction.
Before starting SunStone Financial Group under NWAM, LLC, Dave was a registered Financial Advisor and Portfolio Manager with Merrill Lynch for 4 years providing comprehensive investment advice to individuals and high net worth families. Prior to that, Dave was a Partner and Portfolio Manager with Marvin & Palmer, Associates for over 25 years. In this role Dave researched, analyzed, and managed global equity portfolios for institutional investors across all industries and geographies. Dave’s career spans both equities and fixed income asset classes in domestic and international markets.
Under the NWAM, LLC umbrella, Dave and the team at SunStone Financial Group bring a holistic and integrated approach to financial planning and wealth management. Dave focuses on constructing diversified and risk-based portfolios. He is passionate about understanding each client’s unique life and financial goals and working with them to achieve their objectives.
Dave received his MBA from Widener University and his BA in Economics from the University of Delaware’s Learner School of Business.
Dave currently resides in Kennett Square, Pennsylvania with his wife Heather. In his free time, Dave enjoys spending family time together with their three daughters, traveling, reading, tennis, skiing, and cycling.