David is a seasoned investment professional with over twenty-five years of experience. David is an experienced professional in dividend and income securities, portfolio management, and is a key member of the investment team.

Prior work experience and credentials include:

• Senior Portfolio Manager at City National Rochdale, responsible for the development of the dividend and income equity strategy, which grew to over $8 billion in assets under management

• Senior Equity Analyst at City National Rochdale, performing all aspects of in-depth, bottom-up equity analysis

• Merrill Lynch and Paine Webber performing strategic analysis and investment banking

• University of Michigan, AB in Economics, with High Distinction, and MBA in Finance, with Distinction

• Experienced in income securities, with appearances on CNBC, Bloomberg Television, and has been widely quoted in Bloomberg News, The Wall Street Journal, The Wall Street Transcript, The New York Times, Reuters, and Barron’s

• Chartered Financial Analyst® designation and is a member of the New York Society of the CFA Society in New York

In his free time, David enjoys skiing and hiking as well as traveling and exploring new cultures. David is also a proud father and devotes his free time to imparting wisdom on his young son.