Senior Vice President, Investments
David began his financial services career in 1980 as a portfolio manager. In 1989, he worked in the Trust Department of Texas Commerce Bank primarily doing asset allocation work. In 1994, he joined L.A. Bernard & Associates as an analyst and portfolio manager. David joined Raymond James & Associates in 1997, where he is a Senior Vice President, Investments and series 7 licensed. David holds designations in Wealth Management Specialist and Investment Management Consultant.*
Areas of focus include technology, financials, healthcare and energy. Also, David specializes in option strategies.
David is a native Houstonian and attended the University of Texas and earned a BBA in Finance. He lives in Houston with his wife, Lisa, and they have two grown children (David and Pace) who also maintain their Texas roots.
Outside the office, David keeps himself busy supporting the community and living a healthy, active lifestyle. He is a Director of the Christus Foundation for Healthcare, where he is also Chairman of the Investment Committee. David is a strong supporter of Memorial Park Conservancy; he has Chaired the park's annual Fun Run since 2014; raising over $100,000 each year. He is a member of the St. Anne Catholic Church. His hobbies include running, hunting, and golf.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.