🡸Back to Our Team

 

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, David 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 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.

When not at work, you can find David at rock climbing or on the park disc golfing. An avid New York sports fan, he watches all the Yankees and Giants games he can while enjoying living in Philadelphia. He recently took a cross-country road trip to the Pacific Coast along Newport, OR. On the trip he visited Yellowstone, Mt. Rushmore, and the last Blockbuster in existence.