David C. Peppard

Vice President & Portfolio Manager

Mr. David Peppard has served a wide range of individuals and institutional investors for more than 10 years. As Portfolio Manager, David develops client and advisor relationships, manages investment portfolios and participates on the Portfolio Review Committee.

Contact Information

Achievements & Recognition

Philadelphia Business Journal’s “Forty Under 40” 2019

Union League of Philadelphia “The President’s Award”

Certifications & Education

B.S., University of Delaware

FINRA Series 7, 63, 66, 86, and 87

Previous Experience

Vice President
Janney Montgomery Scott

Affiliations & Memberships

Treasurer & Board Member
Union League of Philadelphia

Advisory Board Member
Provident Financial Services, Inc., The Provident Bank

Member
CFA Society of Philadelphia

Member
CFA Institute