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Certifications & Education

  • M.B.A., Pennsylvania State University
  • B.S., Pennsylvania State University
  • FINRA Series 7 and 66
  • Chartered Financial Analyst (CFA) designation
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations & Memberships

  • Board Member

    World Affairs Council of Philadelphia

  • Investment Committee Member

    Council for Relationships

  • Member

    CFA Society of Philadelphia

  • Member

    CFA Institute

Previous Experience

  • Senior Investment Officer

    The Haverford Trust Company

  • Trust Operations Manager

    The Haverford Trust Company

David Moniz's Team