David H. Slover, CFP®Personal Financial 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 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.
David has worked in the financial services field for over 7 years. 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™ and is currently studying for the Level 2 CFA Exam.
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 new bride, Stephannie, head to a tropical beach for some R&R.