David E.
Holtzman, CFA, CFP©, CTFA
Managing Director, Client Advisor
David Holtzman joined Ashbridge Investment Management
in 2004 to service and enhance existing client relationships, as well
as to cultivate prospective relationships. Prior to joining Ashbridge,
Mr. Holtzman was Chief Investment Officer, Chief Operating Officer and
Principal with Signature Financial Management, a multi-client family office
in Norfolk, Virginia. He previously served as a Relationship Manager in
the Family Wealth Management Group at SEI Investments and Chief Investment
Officer of SEI Private Trust Company. Earlier in his career, He was Senior
Manager of the Asset Management and Trust Services Group of The Vanguard
Group, overseeing the activities of a large group of investment managers.
Dave holds a Bachelor of Arts degree in Economics from Bucknell University.
A Chartered Financial Analyst, Certified Financial Planner© and Certified
Trust and Financial Advisor, he is a member of the Association for Investment
Management and Research (AIMR) and the Institute of Certified Bankers.
|
|
|
