David manages the firm’s securities trading and conducts investment and macroeconomic research.
Before joining Planning Alternatives, David served as an Investment Analyst with a Broker-Dealer in Birmingham, MI. He was responsible for the investment analysis, market research, and advising of affluent investors on advanced financial planning techniques.
David earned his Bachelor of Science (B.S.) with honors in Finance and Business Economics from Oakland University. David holds the Chartered Financial Analyst (CFA) designation.