David Slover, CFA, CFP®Relationship Manager
A member of Pitcairn’s Washington, DC team, David is responsible for developing, implementing, and monitoring long-term financial plans, focused on asset allocation, portfolio management, and tax planning, that meet the short-term needs and long-term objectives for Pitcairn’s Single Family Office clients.
He interacts with clients daily and collaborates with members of Pitcairn’s Tax, Investments, Planning, Fiduciary Services, and Operations teams to design and implement appropriate investment strategies and financial and estate plans.
Prior to assuming his current responsibilities, David served as a Personal Financial Manager at Pitcairn. Before joining the firm 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 is a CFA® charterholder and a member of the CFA Society of Washington, DC. He also holds the designation of CERTIFIED FINANCIAL PLANNER™.
David really enjoys a gorgeous day on the golf course, preferably with a few birdies. Weather permitting, he can also be found on the softball field where he plays in a recreational league on Tuesday nights. When the weather doesn’t allow for golf or softball, David and his wife, Stephannie, head to a tropical beach for some R&R.