David C. Peppard

David C. Peppard

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Mr. David Peppard, Vice President & Portfolio Manager, has served a wide range of individuals and institutional investors for over a decade. As Portfolio Manager, David develops client and advisor relationships, manages investment portfolios and participates on the Portfolio Review Committee. He lives in Montgomery County with his wife and their two children, enjoys playing golf and spending time with his family.

Education & Certifications

B.S. Economics and Finance, University of Delaware

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

Previous Experience

Vice President Janney Montgomery Scott

Support Team

Client Service Support Team

Diane M. DiPrinzio Portfolio Assistant

Affiliations & Memberships

Chairman, Endowment Committee Union League of Philadelphia

Member, Finance Committee Union League of Philadelphia

Advisory Board Member Provident Financial Services, Inc.

Member CFA Institute

Member CFA Society of Philadelphia

Programs Committee Philadelphia Estate Planning Council

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Contact

Email

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Direct Phone

610.995.8700