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  • What’s Your Priority?
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • Careers
  • Approach
    • How We’re Different
    • How We Work
    • How We Invest
    • Everyone Needs a Plan
  • In The News
    • Blog
    • Investment Outlook
  • Contact
Menu
  • What’s Your Priority?
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • Careers
  • Approach
    • How We’re Different
    • How We Work
    • How We Invest
    • Everyone Needs a Plan
  • In The News
    • Blog
    • Investment Outlook
  • Contact
Menu
  • What’s Your Priority?
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • Careers
  • Approach
    • How We’re Different
    • How We Work
    • How We Invest
    • Everyone Needs a Plan
  • In The News
    • Blog
    • Investment Outlook
  • Contact

Meet Your Team

Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr.
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennifer Santos Rodriguez
Jillian M. Kotowski
John G. Bratchi
Karina S. Johnson
Kelley R. Ellis
Kelly A. Morgan
Kirsten Daamen
Margaret M. Saltalamacchia
Mark T. Valickus
Melissa Mattison
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
Trevor J. Nardone
William (Bill) Dion, CFP®

David G. Swallow

Managing Director, Trading

At Prio Wealth, David takes on the responsibility of trading both equities and fixed income for all clients of the firm. He works closely with relationships in the broker/dealer community to ensure that all clients receive the best execution. Internally, David is a key contributor to idea generation for the firms growing fixed income portfolio. He is a member of the Operations & Compliance committee.

David has worked in the finance industry for 20 years. Prior to joining Prio in 2018, David spent 17 years at Standish Mellon, most recently as a senior trader on the municipal bond desk for the past 15 years. David began his career at Standish as a mutual fund representative and a client service associate. He is a graduate of The University of Kentucky.

David’s personal priorities include spending time with his family and taking his rescue dog “Rico” on walks. He can often be found volunteering at his children’s school events and reading a good book on down time.

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