David Huff, Cfa® Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Chapel Hill, North Carolina

Capital Markets & Investments Concentration, Family Business Focus, Excellence Core Value Award Recipient, Alpha Challenge Runner-up, Pat Hartley Performance Award Winner

Atlanta, Georgia

I worked with clients to streamline their workflow through FactSet's analytics suite of products focusing on both holdings and returns based analysis.• Coordinated support and implementation of FactSet’s analytics products to over 80 firms located in New York, Connecticut, Philadelphia and Washington, DC, contributing to 10%+ YoY analytics team revenue growth on a basis of approx. $25MM.• Provided training and demos on FactSet’s analytics products to new users improving product knowledge and usage of newly implemented solutions• Collaborated with sales and product development teams to execute on large opportunities at both new and existing clients; resulting in the enhancement of several applications with new functionality• Advised a team of 2 analytics consultants to complete prioritized projects at the largest clients in the region

• Provide consulting services to over 280 investment management FactSet users in the Philadelphia, PA and Wilmington, DE areas• Consult with managing directors, portfolio managers, analysts, and traders to assist with the integration of FactSet products to improve their daily workflow• Efficiently manage numerous modeling and technical client requests while maintaining a high quality of responsiveness and productivity• Conduct onsite training and deliver recommendations to FactSet users in order to facilitate the achievement of specified investment goals• Collaborate with product development and engineering departments to address unique client requests• Execute presentations and trials expanding interest in FactSet products• Serve as a mentor for less tenured consultants

Greater New York City Area

• Provide consulting services to over 280 investment management FactSet users in the Philadelphia, PA and Wilmington, DE areas• Consult with managing directors, portfolio managers, analysts, and traders to assist with the integration of FactSet products to improve their daily workflow• Efficiently manage numerous modeling and technical client requests while maintaining a high quality of responsiveness and productivity• Conduct onsite training and deliver recommendations to FactSet users in order to facilitate the achievement of specified investment goals• Collaborate with product development and engineering departments to address unique client requests• Execute presentations and trials expanding interest in FactSet products• Serve as a mentor for less tenured consultants

I worked with my clients in three main areas : risk management, wealth accumulation, and estate planning. I created value by using a thoughtful process in which I brought to my clients recommendations backed by a prominent industry leader.

Tutored students in Math and helped coordinate marketing campaigns for the center.

Master Of Business Administration - Mba, Capital Markets & Investments

Bachelor Of Business Administration (Bba), Finance, Peace Studies

Education record