David Rath Email & Phone Number
Partner and Chief Investment Officer @ Continuum Wealth Advisors, LLC
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David Rath Location
- Saratoga Springs, NY, US
David Rath Work
- 2021 -now Partner and Chief Investment Officer @
- 2019 -2021 Portfolio Strategist @
- 2018 -2018 Financial Advisor @
- 2012 -2017 Director of Portfolio Management @
- 2009 -2012 Financial Planner @
David Rath Education
- Binghamton University
Bachelor of Science (Financial Economics)
2001-2005
David Rath Skills
- Investments
- Finance
- Wealth Management
- Financial Planning
- Securities
- Financial Services
- Financial Advisory
- Microsoft Office
David Rath Summary
- David Rath, based in Saratoga Springs, NY, US, is currently a Partner and Chief Investment Officer at Continuum Wealth Advisors, LLC. David Rath brings experience from previous roles at Bouchey Financial Group, Ltd., Wealth Advisory Group LLC, Northwestern Mutual and Ayco, a Goldman Sachs Company. David Rath holds a 2001 - 2005 Bachelor of Science in Financial Economics @ Binghamton University. With a robust skill set that includes Investments, Finance, Wealth Management, Financial Planning, Securities and more. David Rath has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Continuum Wealth Advisors, LLC Employees
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Malvern, PA, US
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Portfolio Services Manager
Saratoga Springs, NY, US
Andrew Heuss
Director of Strategic Growth
Saint Paul, MN, US
Timothy Smith
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