Director Of Strategic Planning And Analytics
CurrentDavid Weaver CFA®Retirement & Investment Group, LLC, Director of Strategic Planning and Analyticsdavidweaver@retirementandinvestment.comDavid joined Retirement & investment Group in 2022 and brings many years of investing experience as an analyst and portfolio manager. David began his financial career in Baltimore as an equity analyst for Legg Mason. He moved across town to Adams Funds where he progressed to portfolio manager and president. David also owned and operated a marine business in Annapolis for several years before returning to the financial field with Retirement & Investment Group. David uses an analytical thought process with a sharp attention to detail to assist with financial planning, provide research and fine-tune processes to ensure the best experience for clients.Education:McDaniel College, B.A.Johns Hopkins University, M.S.Professional Certifications:CFA® charterholder, CFA InstituteThe following Licenses are held through LPL Financial:SIE – Securities Industry Essentials ExaminationSeries 7 – General Securities Representative Examination