David M. Ward, CFA®, CEPA

30 YEARS OF EXPERIENCE

David 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.

A DIVERSE PORTFOLIO

His client portfolios totaled over $1 billion with accounts that ranged 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.

AN INDUSTRY LEADER

David has also been committed to the development of his profession. He is a Past President and board member of the CFA® Society of Los Angeles (CFALA). His volunteer work for the organization included teaching Portfolio Management for the CFA® Review Program jointly sponsored by CFALA and USC.

As an active member of his community, he has been a past board member for the Crescenta Canada YMCA, Urban Education Partnership, California Dollars for Scholars, Crescenta Valley Little League, Crescenta Valley United Softball, and School of Law. David earned his B.A. from Pomona College, his MBA from Cornell University, and is a CFA® Charterholder. Away from the office, David lives in La Crescenta, California with his three busy kids and his wife, Lynnette.