ETF Model Portfolio Strategist
David is a Vice President and ETF Model Portfolio Strategist at State Street Global Advisors, the investment management arm of State Street Corporation and a global leader with nearly $3.5 trillion in assets under management. State Street Global Advisors provides disciplined investment solutions spanning both indexing and active strategies to many of the world's largest and most sophisticated investors.
David has over 25 years of experience in asset management. Prior to this role, David was an Investment Due Diligence Manager and Portfolio & Risk Oversight Manager at John Hancock Investments, responsible for leading a team of investment professionals in the selection of investment managers, monitoring platform risk and presenting the portfolio process to professional buyers. He also served as a Portfolio Manager at Bank of America/Merrill Lynch, responsible for the management of tactical multi-asset portfolio models.
David received a Bachelor's degree from Morehouse College, an MBA from Boston University’s Questrom Graduate School of Management, and is working towards a doctoral degree in business administration at Temple University. Moreover, he is a CFA Charterholder, a CAIA Charterholder, and a FRM Charterholder. He is also member of the following organizations: CFA Institute, CFA Society Boston, CAIA Association and YMCA of Greater Boston as board member.