David Hwang, Senior Manager
David has more than 25 years of experience in financial analysis, portfolio strategy, and investment management. Always beginning with a thorough understanding of a client’s needs and goals, a holistic analysis of their financial history, and a realistic assessment of their risk tolerance and financial resiliency leads to a rational asset management strategy. Frequent on-going portfolio analysis results in an interactive relationship that informs and educates his clients while fine-tuning the investment strategy to ensure that it is at all times nimble and appropriate.