David joined Argos Capital Partners in 2022 as Senior Manager, Investment Management. In his role David manages all aspects of the client investment portfolios. He is responsible for working with our client families to construct portfolios consisting of equities, fixed income, and alternatives, as well as helping research any unique investment opportunities that may interest them.
David is passionate about helping clients navigate the ever-evolving investment landscape. He finds it very fulfilling to create an optimal portfolio that provides a means for clients to achieve their goals.
Prior to joining Argos Capital Partners, David was an Investment Strategist at the Moneta Group and has also held roles at Charles Schwab and Edward Jones.