Research Analyst and Trader
David’s focus at AlphaCore Wealth Advisory is investment research analysis and trading operations. Before Joining AlphaCore, he worked as a Financial Analyst with Orin Green Financial since November 2016. Prior to his time with Orin Green, David was a Portfolio Analyst and Trader with Pure Financial Advisors. David also previously worked as a Trading Representative and Relationship Manager for TD Ameritrade Institutional starting in 2008.
David earned his Chartered Financial Analyst (CFA) designation in 2015, and has a BA in Economics from California State University Chico.
Education and Accreditation
California State University Chico, BA in Economics
Chartered Financial Analyst (CFA®)