As a portfolio manager on the Emerging Companies Team, David manages equity assets on behalf of clients and draws on research from Wellington’s extensive network of global industry analysts, portfolio managers, and team analysts. He manages the Emerging Companies and Micro-Cap approaches.

Prior to joining Wellington in 1992, David was a research analyst at Morgan Keegan and Company, where he followed the energy, bank, and airline industries.

David holds a BA in economics and business administration from Rhodes College, and an MBA with a concentration in finance from the Wharton School at the University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.