Joined Curi Capital
September 2022
Education
- B.S. Business Administration from Ohio State University
- Southeastern Trust School graduate
Accreditations
- Chartered Financial Analyst®
Previous Experience
- Founder of Park Ridge Asset Management
- Director of Regional Portfolio Management for BB&T Asset Management
Bio
David serves Curi Capital as a Senior Wealth Advisor, following the acquisition of the company he co-founded, Park Ridge Asset Management.
Prior to the founding of Park Ridge Asset Management in 2008, David was the Director of Regional Portfolio Management for BB&T Asset Management. In this role, he oversaw the management of the division’s institutional and high net worth portfolio managers, as well as the firm’s separate account and alternative investment platforms. Prior to this role, he was responsible for directly managing over 00 million in assets for clients of BB&T Asset Management.
He graduated from Ohio State University with a BS in Business Administration and is also a graduate of the Southeastern Trust School. David has also earned the designation of Chartered Financial Analyst and Qualified Kingdom Advisor™.