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David Slover, Cfa, Cfp® is listed as Relationship Manager at Pitcairn, a company with 85 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows phone signal with area code 800 and a matched LinkedIn profile for David Slover, Cfa, Cfp®.
David Slover, Cfa, Cfp® previously worked as Senior Financial Planner at Keystone Asset Management, Inc.. David Slover, Cfa, Cfp® holds Finance, Personal Financial Planning from Virginia Polytechnic Institute And State University.
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David Slover, CFA, CFP® is a Relationship Manager. A member of Pitcairn’s Washington, DC relationship management team, David is responsible for developing, implementing, and monitoring long-term financial plans, focused on asset allocation, portfolio management, and tax planning, that meet clients’ short-term needs and long-term objectives. He interacts with clients on a daily basis and collaborates with members of Pitcairn’s tax, investments, planning, trust administration, and operations teams to design and implement appropriate investment strategies and financial and estate plans. Prior to joining Pitcairn in 2016, David served as a Senior Financial Planner at Keystone Asset Management. In this role, he specialized in comprehensive personal financial planning services, including retirement, tax and estate planning, investment analysis, education planning, and risk management. David received his BS in Finance from Virginia Polytechnic Institute and State University. He holds the designation of CERTIFIED FINANCIAL PLANNER™. David is a holder of the right to use the Chartered Financial Analyst® designation.
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Mclean, Virginia
Pitcairn is one of the world’s leading family offices. Dedicated to helping families sustain and grow their substantial, often complex financial assets, Pitcairn also supports the unique heritage of its clients across multiple generations. The firm is recognized as an innovator and global leader in the family office industry since its inception in 1923..
Mclean, Virginia
Other employees you can reach at pitcairn.com. View company contacts for 85 employees →
Clark Pitcairn
Colleague at Pitcairn
Jenkintown, Pennsylvania, United States, United States
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GF
George F. Smith, Cfp®
Colleague at Pitcairn
Greater Philadelphia, United States
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MB
Matthew Breidenbach, Cpa, Cfp® - Relationship Manager - Cfo Services
Colleague at Pitcairn
Greater Philadelphia, United States
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BL
Brian Lada
Colleague at Pitcairn
Conshohocken, Pennsylvania, United States, United States
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PF
Paul Farina
Colleague at Pitcairn
Jenkintown, Pennsylvania, United States, United States
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M(
Megan (Shabe) Trout, Shrm-Cp
Colleague at Pitcairn
Greater Philadelphia, United States
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PC
Peter Chirico, Ctfa
Colleague at Pitcairn
Greater Philadelphia, United States
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KJ
Kevin Johnston
Colleague at Pitcairn
Perkasie, Pennsylvania, United States, United States
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JM
Jacob Martinez, Cpa, Mba
Colleague at Pitcairn
Wilmington, Delaware, United States, United States
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JM
Jock Mccreary
Colleague at Pitcairn
Pitcairn, Pennsylvania, United States, United States
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Quick answers generated from the profile data available on this page.
David Slover, Cfa, Cfp® works for Pitcairn.
David Slover, Cfa, Cfp® is listed as Relationship Manager at Pitcairn.
AeroLeads has found 1 phone signal(s) with area code 800 for David Slover, Cfa, Cfp® at Pitcairn.
David Slover, Cfa, Cfp® is based in Washington DC-Baltimore Area, United States, United States while working with Pitcairn.
David Slover, Cfa, Cfp® has worked for Pitcairn and Keystone Asset Management, Inc..
David Slover, Cfa, Cfp®'s colleagues at Pitcairn include Clark Pitcairn, George F. Smith, Cfp®, Matthew Breidenbach, Cpa, Cfp® - Relationship Manager - Cfo Services, Brian Lada, and Paul Farina.
You can use AeroLeads to view verified contact signals for David Slover, Cfa, Cfp® at Pitcairn, including work email, phone, and LinkedIn data when available.
David Slover, Cfa, Cfp® holds Finance, Personal Financial Planning from Virginia Polytechnic Institute And State University.
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