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David Batchelder, Cfa, Cfp®, Cbda Email & Phone Number
Senior Investment Officer
at
Sentinel Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Investment Officer
Location
Sarasota, Florida, United States
Who is David Batchelder, Cfa, Cfp®, Cbda? Overview
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Quick answer
David Batchelder, Cfa, Cfp®, Cbda is listed as Senior Investment Officer at Sentinel Group, based in Sarasota, Florida, United States. AeroLeads shows a matched LinkedIn profile for David Batchelder, Cfa, Cfp®, Cbda.
David Batchelder, Cfa, Cfp®, Cbda previously worked as Senior Investment Analyst at Sentinel Benefits & Financial Group and Adjunct Faculty-Investment Analysis at University Of New Hampshire. David Batchelder, Cfa, Cfp®, Cbda holds Bs from Unh Peter T. Paul College Of Business And Economics.
Company email context
Email format at Sentinel Group
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Sentinel Group
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Profile bio
About David Batchelder, Cfa, Cfp®, Cbda
Background includes commercial lending, corporate credit analysis, institutional investment consulting, sell side stock research, financial analysis, private equity valuation, plus high net worth investment management and personal financial planning. Experience includes many years of institutional and private client relationship management.Experience: Private Wealth ManagementInvestment ManagementInvestment ConsultantInvestment Advisor RepresentativePersonal Financial PlanningFinancial AnalystInvestment AnalystRisk AnalystEquity Analyst (public and private)Credit/Fixed Income AnalystFinancial PlanningPortfolio StrategistPortfolio ManagementRelationship ManagementMutual Fund AnalysisExchange-Traded Fund (ETF) AnalysisStock and Equity Analysis (Buy and Sell Side)Asset AllocationRetirement PlanningSmall Business LendingCorporate CreditCommercial LendingHard money and Bitcoin enthusiast
Current workplace
David Batchelder, Cfa, Cfp®, Cbda's current company
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10 roles · 34 years
David Batchelder, Cfa, Cfp®, Cbda work experience
A career timeline built from the work history available for this profile.
Senior Investment Officer
CurrentSentinel Benefits & Financial Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and.
Jun 2015 - Present
Senior Investment Analyst
Jun 2015 - Apr 2018
Adjunct Faculty-Investment Analysis
Current
Jan 2018 - Present
Chief Investment Officer
Jan 2012 - Mar 2015
Comprehensive Financial Planner/Chief Investment Officer
Mackensen & Company, Inc.
Mar 2004 - Sep 2011
Valuation Analyst
Atlantic Management Company
Feb 2002 - Mar 2004
Associate Research Analyst - Financial Services Sector
Tucker Anthony
Jan 2001 - Feb 2002
Investment Analyst
1998 - 2000
~2 yrs
Corporate Lender/Credit Analyst
1992 - 1998
~6 yrs
2 education records
David Batchelder, Cfa, Cfp®, Cbda education
Master Of Business Administration - Mba
FAQ
Frequently asked questions about David Batchelder, Cfa, Cfp®, Cbda
Quick answers generated from the profile data available on this page.
What company does David Batchelder, Cfa, Cfp®, Cbda work for?
David Batchelder, Cfa, Cfp®, Cbda works for Sentinel Group.
What is David Batchelder, Cfa, Cfp®, Cbda's role at Sentinel Group?
David Batchelder, Cfa, Cfp®, Cbda is listed as Senior Investment Officer at Sentinel Group.
Where is David Batchelder, Cfa, Cfp®, Cbda based?
David Batchelder, Cfa, Cfp®, Cbda is based in Sarasota, Florida, United States while working with Sentinel Group.
What companies has David Batchelder, Cfa, Cfp®, Cbda worked for?
David Batchelder, Cfa, Cfp®, Cbda has worked for Sentinel Group, Sentinel Benefits & Financial Group, University Of New Hampshire, Measured Wealth Private Client Group, Llc, and Mackensen & Company, Inc..
How can I contact David Batchelder, Cfa, Cfp®, Cbda?
You can use AeroLeads to view verified contact signals for David Batchelder, Cfa, Cfp®, Cbda at Sentinel Group, including work email, phone, and LinkedIn data when available.
What schools did David Batchelder, Cfa, Cfp®, Cbda attend?
David Batchelder, Cfa, Cfp®, Cbda holds Bs from Unh Peter T. Paul College Of Business And Economics.
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