David Smith, CFA, CFP®
David is a director at Abbot Downing in the Philadelphia office. He is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning. David has over 16 years of experience in the financial services industry, primarily as an advisor to families and institutions.
Prior to joining Abbot Downing, David was a relationship manager and manager of Investment Services at Perspective Financial Group, an independent financial services firm affiliated with the M Financial Group. At Perspective, David focused on advising clients on investments, insurance, and financial planning. Prior to Perspective, David was with Hillview Capital Advisors, LLC, a boutique investment advisor, where he served as a vice president for eight years providing financial planning advice and communicating the firm’s investment strategy to clients. David is a SAFE-registered mortgage loan originator (NMLSR ID 1676045).
David graduated from Villanova University in 2000 with a BBA in finance and holds the Chartered Financial Analyst® and CFP® designations. He is an active member of the Philadelphia Estate Planning Council, the CFA Society of Philadelphia, and the Malvern Preparatory School planned giving committee.
David lives with his wife and two daughters in Wynnewood, Pennsylvania, where he is currently serving as a board member of the Penn Wynne Civic Association.