David Holtzman Email & Phone Number
Senior Vice President and Senior Investment Advisor @ Bryn Mawr Trust Company
David Holtzman's Location
Devon, PA, US
David Holtzman's Work
- Senior Vice President and Senior Investment Advisor @ Bryn Mawr Trust Company
- Managing Director @ Ashbridge Investment Management
- Chief Investment Officer and Chief Operating Officer and Principal @ Signature Investment Management
David Holtzman's Education
- Bucknell University
Bachelor of Arts (BA) (Economics)
1982 - 1986
David Holtzman's Skills
- Portfolio Management
- Asset Allocation
- Investments
- Wealth Management
- Investment Strategies
- Alternative Investments
- Asset Managment
- Investment Management
- Investment Advisory
- Investment Policy
David Holtzman's Summary
David Holtzman, based in Devon, PA, US, is currently a Senior Vice President and Senior Investment Advisor at Bryn Mawr Trust Company, bringing experience from previous roles at Ashbridge Investment Management, Signature Investment Management, SEI Investments and Vanguard Group. David Holtzman holds a 1982 - 1986 Bachelor of Arts (BA) in Economics @ Bucknell University. With a robust skill set that includes Portfolio Management, Asset Allocation, Investments, Wealth Management, Investment Strategies and more, David Holtzman contributes valuable insights to the industry. David Holtzman has 2 emails and 1 mobile phone number on RocketReach.
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