David M. Ward, CFA, CEPA
Professional ExitMap Planner / Featured
Wealth Management Advisor – Brookside Strategy and Consulting ➤
David M. Ward, CFA, CEPA is a Wealth Management Advisor. Before his role as Firm Investment Director, he was a portfolio manager, overseeing equity and fixed-income portfolios for high net-worth families, senior executives, non-profit organizations, foundations, and retirement plans for large and small companies.
His client portfolios totaled over $1 billion with accounts ranging from $500,000 to over $400 million. His strategies included individual stocks and bonds along with commingled vehicles and separately managed portfolios. He has also worked as a portfolio manager for U.S. Trust, Northern Trust, and Lincoln Financial and as an institutional investment manager for the Capital Group.
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- Listing ID: 10141
- Professional Class: Exit Planner, Wealth Advisor