Certifications & Education

  • B.S., University of Delaware
  • FINRA Series 7, 63, 66, 86, and 87

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

Awards, Publications, & Features

  • Philadelphia Business Journal’s "Forty Under 40" 2019
  • Union League of Philadelphia "The President’s Award"

Previous Experience

  • Vice President

    Janney Montgomery Scott

David Peppard's Team