Our next meeting will be on March 12. Please RSVP now!
David Ward is a senior portfolio manager at U.S. Trust Bank of America Private Wealth Management in Los Angeles, California and provides integrated investment advice and portfolio management for clients. He manages balanced portfolios through profiling client goals, asset allocation, portfolio construction, and consistent client communication. David services high net-worth clients, trusts and non-profit organizations. Prior to joining U. S. Trust, David was a portfolio manager for Northern Trust Bank, managing relationships in the Los Angeles and Desert communities, and a portfolio manager with Salomon Smith Barney. Prior to Smith Barney, David was a relationship manager for institutional clients at Capital Research and Management with responsibilities specializing in retirement plans and non-profit clients. David earned his M.B.A. in Finance and Accounting at Johnson Graduate School, Cornell University, and his B.A. in Government at Pomona College. He holds Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP) designations. He currently serves as President of the Advisory Council Member for California Dollars for Scholars, and serves on the boards of Urban Education Partnership, YMCA Crescenta-Canada, and Academy of Finance.