David M. Ward, CFA, MBA, CEPA Experience:
- Sovran Advisors, Firm Investment Director – February 2023 – Present
- Greater Pacific Solutions – Firm Investment Director – December 2020 – February 2023
- Lincoln Financial Advisors, Wealth Advisor, Portfolio Manager – December 2017 – December 202
- US Trust – August – 2009 – December 2017 Licenses – Series 7, 63, 65
Education: Pomona College – BA – 1983 Cornell University – MBA – 1991
