David Medici

David manages his own book of business and participates as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients.

Prior to his current role, David served as Family Wealth Analyst where he collaborated with members of the Wealth Management and Operations teams on trading activities, report preparation and delivery, insurance needs analysis, tax planning and preparation, estate planning, and account administration. Before his role, David served as an Investment Operations Specialist at Pitcairn where he supported client performance reporting and the processing of alternative asset transactions. He was also responsible for the rebalancing and compliance of client portfolios.

David received his Bachelor of Science in Business Administration with honors from Drexel University, LeBow College of Business. He is a CFA® charterholder and a member of the CFA Society of Philadelphia.

When not at work, you can find David rock climbing or reading an epic novel. An avid New York sports fan, he watches all the Yankees and Giants games as well as Arsenal soccer matches he can while enjoying life in Philadelphia. He recently took a cross-country road trip to the Pacific Coast in Newport, OR. On the trip he visited Yellowstone, Mt. Rushmore, and the last Blockbuster in existence.