David brings more than 30 years of capital markets experience, where he has worked with institutional and individual clients advising them on capital market strategies, buy and sell decisions for high net worth portfolios, option strategies and allocation policy.
Prior to founding Castellum Asset Management, David was the Chief Investment Officer for Chesapeake Investment Group. Before joining Chesapeake in 2005, David served as a portfolio manager with Evergreen Private Asset Management, a division of Wachovia. David began his career as an analyst for The Legend Group in 1992, where he conducted economic and market research and developed the allocations for more than $600 million in 403(b) monies.
David holds a Bachelor of Science in Economics degree from George Mason University and a Master of Business Administration degree from the Wake Forest University Babcock School of Management. David holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER TM designation. David is very active with the CFA Institute in Charlottesville, Virginia, having served as a grader for 16 years, in the Hearing Panel Pool for the Institute for 4 years, and has also participated in curriculum review and standard setting for the CFA Exam.