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 Portfolio Assistant

Affiliations & Memberships

Member CFA Institute

Member CFA Society of Philadelphia

Member Chester County Estate Planning Council

Member West Goshen Pension Committee

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