David B. Brune, CFA

David B. Brune, CFA

Vice President & Portfolio Manager

Mr. David Brune 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.

Contact Information

610.995.8714

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Certifications & Education

B.S., University of Delaware

Chartered Financial Analyst (CFA) designation

FINRA Series 7 and 66

Previous Experience

Vice President and Portfolio Manager
PNC Advisors

Vice President and Portfolio Manager
Bank of America Private Bank in Baltimore, Maryland

Affiliations & Memberships

Member
CFA Institute

Member
CFA Society of Philadelphia

Member
Chester County Estate Planning Council

Member
West Goshen Pension Committee

Client Service Team

David B. Brune, CFA

David B. Brune, CFA

Vice President & Portfolio Manager
610.995.8714

Anita Zippert, CFP, ChFC

Senior Investment Officer
610.995.8704

David Moniz

Senior Investment Officer
610.995.8784