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David Medici

Financial Planning Analyst

As a member of the Financial Planning Analyst team, David works closely with the Relationship Managers and Client Administrators to assist with the development and implementation of comprehensive financial plans for high net worth individuals and families.

On a day-to-day basis, Josh collaborates with members of the Wealth Management and Middle Office Services teams on trading activities, report preparation and delivery, insurance needs analysis, tax planning and preparation, estate planning, and account administration.

Prior to his current role, David served as an Investment Operations Specialist at Pitcairn where he supported client performance reporting and the processing of alternative asset transactions. He was also responsible for proxy voting and the rebalancing and compliance of client portfolios.  

David received his Bachelor of Science in Business Administration with honors from Drexel University, LeBow College of Business.