David joined Homrich Berg as a Senior Investment Analyst in October 2023. He focuses on research and due diligence for domestic and international equities. David covers ETF and mutual fund investments in addition to helping manage single-stock portfolios.
Before joining HB, David was most recently an Investment Strategy Associate at Cresset Capital. He started his career in Portfolio Management at SunTrust and has experience in Management Consulting for middle-market Private Equity firms.
David earned a Bachelor of Science in Business Administration with a concentration in Finance and a certificate in Accounting from Georgia Tech. He is a member of the CFA Institute.
He currently lives in Smyrna and enjoys sports, traveling, running, and spending time with family and friends.