David Backens, CFA
As an investment professional, I work to find creative financial solutions that help our clients achieve their financial goals. These goals can be as simple as funding lifestyle expenses to more intricate in nature such as building an endowment for future generations or supporting philanthropic endeavors. Regardless of the goal, as a trusted fiduciary I have been able to add value to the investment process by sourcing creative investment products, implementing a rigorous due diligence process and overseeing ongoing portfolio developments. The dynamic nature of markets and ever-changing circumstance of our clients' lives makes my mission perpetual. I find my profession fascinating and overly rewarding and as such have dedicated my career to be a resource clients can rely on to secure their financial future.