WEALTH MANAGEMENT ANALYST AND TRADER
David joined Pegasus Partners in November of 2021 as a Wealth Management Analyst and Trader. In this role, David seeks to ensure that Pegasus families receive best trade execution and collaborates with advisors on portfolio rebalancing, asset allocation and cash management solutions.
Prior to Pegasus Partners, David was a Mutual Fund Administrator at U.S. Bancorp Fund Services for five years and provided regulatory administration and support services to registered investment companies. He also has several years of experience in the roles of a Mutual Fund Accountant at U.S. Bancorp Fund Services, and a Securities Specialist at U.S. Bank.
David has a BBA in Finance from the University of Wisconsin-Whitewater and is currently registered as a Level III candidate in the CFA program.
He is focused on his continuing education through the pursuit of professional designations. He enjoys spending time with family and friends, traveling, attending sporting and music events, and reading.