His extensive experience in developing computer applications and proprietary portfolio management and market analysis tools makes David a go-to source for information and advice among Bartlett financial advisors.
David’s hobbies and interests include swimming – which he frequently does on his lunch break – volunteering with his children’s marching band activities, listening to jazz music and watching Australian rules football.
The Indiana native and his family enjoy splitting time between Lawrenceburg’s natural beauty and the art-centric events in Cincinnati’s downtown and Over-the-Rhine neighborhoods.
Ask David About
- Tax exemption
- Fixed-income strategy
- Security selection within fixed-income strategies
- Institutional/individual retirement accounts