David B. Brune, CFA
David B. Brune, CFA
Mr. David Brune, Vice President and Portfolio Manager, has been with Haverford since 2004. As Portfolio Manager, David develops client relationships and manages investment portfolios. He is also a voting member of Investment Selection Committee. David is a father of three, enjoys the outdoors through biking and running, and is a proud coach of his sons’ lacrosse and daughter’s CYO soccer teams.
Education & Certifications
B.A., University of Delaware
Chartered Financial Analyst (CFA) designation
FINRA Series 7 and 66
Previous Experience
Vice President & Portfolio Manager PNC Advisors
Vice President & Portfolio Manager Bank of America, Private Bank, Baltimore, Maryland
Support Team
Client Service Support Team
Anita Zippert Senior Investment Officer
Sara A. Turner Investment Officer
Affiliations & Memberships
Board of Directors CFA Society of Philadelphia
Member CFA Institute
Member Philadelphia Securities Association