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.