David assists in the day-to-day monitoring and portfolio management of the firm's target-risk and target-date portfolios and conducts fundamental research across various asset classes and investment strategies. He's active in the portfolio construction process, including asset allocation and manager selection, within the asset allocation group of the firm's multi-asset solutions team.

Prior to joining the firm, David was a senior portfolio manager and strategist at State Street Global Advisors (SSGA) in the investment solutions group, the firm's multi-asset investment team. In this role, he was responsible for developing and managing customized asset allocation solutions for institutional investors across defined contribution, defined benefit, official institutions, and endowment and foundation clients. Prior to that, he was a senior portfolio manager in active fixed income at SSGA and, before that, he worked in economic research at the Board of Governors of the U.S. Federal Reserve. David holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

• Education: B.A., Economics, B.S., Finance, Boston University; M.B.A., Finance, Yale University
• Joined the company: 2018
• Began career: 2000