Partner, Portfolio Manager
David is a Partner and a Portfolio Manager. His primary responsibility is working with clients and managing their portfolios. Prior to joining Crestwood, David was a founding partner and Portfolio Manager at MacGuire, Cheswick & Tuttle Investment Counsel LLC (MCT). Prior to the founding of MCT, David was a partner and Portfolio Manager at Cheswick Wright Wealth Management LLC and Cheswick Investment Co. Inc., investment management firms focused on providing wealth management to high net worth individuals. Earlier in his career, he was a partner at the law firm Whitman Breed Abbott & Morgan LLP.
David graduated cum laude from Princeton University in 1982, majoring in Economics, and received a J.D. from Duke University Law School in 1985. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. He is a member of the Board of Directors of Family Centers, a nonprofit organization offering education and human services to children, adults and families in Fairfield County. David and his family support an orphanage and school in Ghana, Africa, (ghanachildrensfund.com). He is married with two children and lives in New Canaan, CT. David can be reached at firstname.lastname@example.org.