David C. Peppard

David C. Peppard

Vice President & Portfolio Manager

Mr. David Peppard 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.

Contact Information

610.995.8740

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Certifications & Education

B.S., Economics and Finance
University of Delaware

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

Previous Experience

Vice President
Janney Montgomery Scott

Affiliations & Memberships

Chairman, Endowment Committee
Union League of Philadelphia

Member, Finance Committee
Union League of Philadelphia

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

Member
CFA Society of Philadelphia

Member
CFA Institute

Programs Committee
Philadelphia Estate Planning Council

Client Service Team

David C. Peppard

David C. Peppard

Vice President & Portfolio Manager
610.995.8740

Diane M. DiPrinzio

Investment Officer
610.995.8782