David Pappalardo Email & Phone Number
Senior Vice President and Principal - Private Wealth Consulting Practice Leader @ Segal Marco Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Pappalardo Location
- Boston, MA, US
David Pappalardo Work
- 2012 -now Senior Vice President and Principal - Private Wealth Consulting Practice Leader @
- 2022 -now Board Member @
- 2007 -2011 Senior Vice President - Global Relationship Management Leader @
- 2001 -2007 Director - Investment Consulting @ RogersCasey
- 2000 -2001 Assistant Portfolio Manager @ Amerivest Advisory Corporation
- 1997 -2000 Financial Advisor @
- 1995 -1997 Financial Advisor @
David Pappalardo Education
- Yale School of Management
Wealth Management Theory & Practice (CPWA® Certification Education Program)
2025-2025 - Yale School of Management
Investment Management Theory & Practice (CIMA® Certification Education Program)
2017-2017 - Bentley University - McCallum Graduate School of Business
Master of Science (Financial Planning)
2013-2015 - University of Massachusetts at Lowell
Bachelor of Science (Finance)
1990-1994 - Malden Catholic 1986-1990
David Pappalardo Skills
- Bonds
- Portfolio Management
- Equities
- Asset Allocation
- Finance
- Alternative Investments
- CRM
- Investments
- Client Retention
- Hedge Funds
- Options
- Mutual Funds
- Investment Management
- Financial Services
- Due Diligence
- Investment Strategies
- Business Development
- Wealth Management
- Relationship Management
- Fixed Income
- Enterprise Software
- Talent Management
- Corporate Development
David Pappalardo Summary
- David Pappalardo, based in Boston, MA, US, is currently a Senior Vice President and Principal - Private Wealth Consulting Practice Leader at Segal Marco Advisors. David Pappalardo brings experience from previous roles at BOSTON INVESTMENT PROFESSIONALS ASSOCIATION INC, GE Asset Management, RogersCasey and Amerivest Advisory Corporation. David Pappalardo holds a 2025 - 2025 Wealth Management Theory & Practice in CPWA® Certification Education Program @ Yale School of Management. With a robust skill set that includes Bonds, Portfolio Management, Equities, Asset Allocation, Finance and more. David Pappalardo has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different David Pappalardo?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co