David Romano Email & Phone Number

As an individual who has served the public for over 10 years, I have experienced many of the challenges and rewards associated with helping people achieve their goals. I subscribe to Peter Lynch’s investment philosophy and have read his book “One Up on Wall Street”, which taught me a great deal about investing in equities along with Benjamin Graham’s “The Intelligent Investor”, Aswath Damodaran’s “Investment Valuation”, Joel Tillinghast's "Big Money Thinks Small" and most recently, Howard Marks' "The Most Important Thing".I believe that honesty and authenticity are the greatest cultivators of trust, which acts as the foundation for all successful long-term relationships both in the workplace and in one's personal life.