“David is known for his big-picture perspective, often working with clients and other financial and business strategists to determine the most meaningful investment approaches.”
David has been associated with Parsons Capital Management since the spring of 1999. He began working with Fleet Financial Group in 1980 and held senior positions with Fleet Investment Advisors and Fleet’s investment advisory subsidiary, The Providence Group. David holds a degree in economics from Lake Forest College and was awarded a certificate of special studies (CSS) in administration and management from Harvard University. During his career, he has earned the designations of Chartered Financial Analyst® and Certified Financial PlannerTM professional. His professional memberships include the CFA Institute and the Providence Society of Financial Analysts. David is a member of the board and chairman of the Investment Committee of the RI Philharmonic and Music School. He is also a member of the Investment Committee of Swan Point Cemetery and a past member of the board and treasurer of the Festival Ballet of Rhode Island.