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David Ricciardelli, CFA
Portfolio Manager & Senior Wealth Advisor
David started his career as a management consultant at IBM. At IBM, he focused on helping companies navigate difficult projects, optimize infrastructure and improve business process. He quickly rose through the ranks to lead a national consulting practice as one of the youngest consultants IBM ever certified, and one of the youngest principals IBM ever confirmed.
His passion for financial markets led him to pursue an MBA from the Rotman School of Business at the University of Toronto and a CFA designation. He joined a global bulge bracket broker as an institutional equity sales professional and later moved to another global broker as the Head of Institutional Equity Sales. In these roles, he was responsible for helping professional money managers make investment decisions.
His passions include golf, squash, cycling, Juventus and wine.