David B. Brune, CFA

David B. Brune, CFA

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Mr. David Brune, Vice President & Portfolio Manager, has been with Haverford since 2004 and in financial services industry since 1989. As Portfolio Manager, David leads a team of professionals servicing client relationships and managing investment portfolios. He is also Chair of the Portfolio Review Committee.

Education & Certifications

B.A., University of Delaware

Chartered Financial Analyst (CFA) designation

FINRA Series 7 and 66

Previous Experience

Vice President & Portfolio Manager PNC Advisors

Vice President & Portfolio Manager Bank of America, Private Bank, Baltimore, Maryland

Support Team

Client Service Support Team

Anita Zippert, CFP®, ChFC® Senior Investment Officer

David T. Moniz, CFA Senior Investment Officer

Heather A. Huebner Administrative Assistant

Affiliations & Memberships

Member CFA Institute

Member CFA Society of Philadelphia

Member Chester County Estate Planning Council

Member West Goshen Pension Committee

Click here to check the background of this investment professional on FINRA’s BrokerCheck

Contact

Email

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Direct Phone

610.995.8714