Chief Portfolio Strategist
David’s portfolio management and advisory experience spans more than 25 years and with it he brings a seasoned perspective to portfolio construction and practice management. David is responsible for the overall direction of the firm, portfolio construction and managing client assets. David is also the firm's Chief Compliance Officer.
Prior to co-founding Rain Capital, David was a co-founder, President and Chief Investment Officer of one of the early Portland based RIA's, Pacific Investment Advisors (PIA). Under David's leadership, PIA was one of the early adopters of incorporating non-traditional assets into the portfolio construction process. Subsequently, David merged his practice into Arnerich Massena, where he was Director of the Wealth Management Group.
David is a member of the Portland Society of Financial Analysts.