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David Rath Location
Saratoga Springs, NY, US
David Rath Work
Partner and Chief Investment Officer @ (January 2021 - Present)
Portfolio Strategist @ (January 2019 - January 2021)
Financial Advisor @ (January 2018 - December 2018)
Director of Portfolio Management @ (March 2012 - August 2017)
Financial Planner @ (October 2009 - March 2012)
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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