David Bosak Email & Phone Number
Wealth Advisor
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David Bosak Location
- Cleveland, OH, US
David Bosak Work
- Wealth Advisor @ Hightower Signature Wealth (formerly known as Fairport Wealth) (January 2026 - Present)
- Wealth Advisor @ Fairport Wealth (June 2014 - January 2026)
- Director of Client Service and Wealth Advisor @ Luma Wealth Advisors (June 2014 - December 2023)
- Internal Audit - Asset Management @ (July 2012 - June 2014)
- Trust Officer @ (June 2007 - July 2012)
- Trust Associate II @ Key Private Bank (November 2006 - June 2007)
- Investment Specialist @ McDonald Financial Group (Key Corp) (October 2005 - November 2006)
- Customer Satisfaction Account Manager @ (April 2004 - October 2005)
David Bosak Education
- The University of Akron
B.S.B.A. Bachelor of Science (Business Administration; Marketing Management)
2001-2003 - Cleveland State University
MBA (Master, Business Administration)
2006
David Bosak Skills
- Wealth Management
- Strategic Financial Planning
- Financial Services
- Loans
- Portfolio Management
- Asset Management
- Accounting
- Analysis
- Account Reconciliation
- Employee Benefits
- Marketing
- Accounts Payable
- Customer Satisfaction
- Credit
- Credit Analysis
- Asset Allocation
- Retirement Planning
- Financial Analysis
- Risk Management
- Financial Risk
- Estate Planning
- High Net Worth Individuals
- Internal Audit
- Investment Management
- Management
- Microsoft Office
- Investments
- Finance
- Banking
- Strategic Financial
- Research
- Leadership
- Microsoft Excel
David Bosak Summary
- David Bosak, based in Cleveland, OH, US, is currently a Wealth Advisor at Hightower Signature Wealth (formerly known as Fairport Wealth). David Bosak brings experience from previous roles at Fairport Wealth, Luma Wealth Advisors and KeyBank. David Bosak holds a 2001 - 2003 B.S.B.A. Bachelor of Science in Business Administration; Marketing Management @ The University of Akron. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Financial Services, Loans, Portfolio Management and more. David Bosak has 2 emails and 2 mobile phone numbers on RocketReach.
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David Bosak
Wealth Advisor
Cleveland, OH, US
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