Dave works as a Portfolio Manager. He graduated from the University of Central Florida with a Bachelor’s degree in Finance, holds the Accredited Portfolio Management Advisor^SM – APMA^® designation and has been with the firm since 2014. Dave works closely with the Financial Planning Department to complete all trade work in client accounts as needed. He reconciles client portfolios to confirm they agree with their Investment Policy Statement. Dave also ensures all fund data is current and all allocation and security level models are accurately reflected.