David Aif Email
Regional Vice President @ EGPS
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David Aif Location
- New York, United States
David Aif Work
- Regional Vice President @ (June 2024 - Present)
- Director of Institutional Wealth Management @ (April 2022 - June 2024)
- Treasurer Buffalo Club Foundation @ (January 2019 - January 2024)
- 401(k) Strategic Accounts Relationship Manager @ (January 2021 - January 2022)
- Senior Consultant @ Westminster Consulting, LLC (January 2012 - January 2020)
- Investment Counsel and 401(k) Retirement Plan Services @ (January 2008 - January 2012)
- 2nd Vice President @ (February 2004 - December 2007)
- Vice President @ (May 1999 - February 2004)
- Director @ CIBC Oppenheimer (September 1993 - May 1999)
David Aif Education
- Hobart and William Smith Colleges
BA (Economics)
1990-1993 - Riverdale Country School
David Aif Skills
- 401(k) Retirement Savings Plans
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Defined Benefit
- ERISA
- Equities
- Financial Advisory
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 7
- Wealth Management
David Aif Summary
- David Aif, based in New York, United States, is currently a Regional Vice President at EGPS. David Aif brings experience from previous roles at Granite Group Advisors, The Buffalo Club, Paychex and Westminster Consulting, LLC. David Aif holds a 1990 - 1993 BA in Economics @ Hobart and William Smith Colleges. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Alternative Investments, Asset Allocation, Asset Management and more.
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