David has over 10 years of experience in finance and investing, including 4 years of private wealth management. David graduated from the University of Iowa with distinction and began his career as a financial analyst within Cardinal Health's Financial Leadership Development Program. He then attained his MBA at Carnegie Mellon University in Pittsburgh, PA and moved back to his hometown West Des Moines, IA in 2014 and joined Morgan Stanley to pursue his passion as a financial advisor. Investing is all about achieving outcomes while managing risk. David co-founded Calibrate Wealth to provide a more cost efficient, transparent and flexible investment platform to improve client outcomes.
David holds both CFA and CAIA charters which emphasize a strong foundation in advanced investment analysis and high ethical standards.
