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David Root Location
Pittsburgh, PA, US
David Root Work
CEO and Founder @ DBR & CO. (April 1994 - Present)
Chief Executive Officer and Founder @ (April 1994 - Present)
CEO and Founder @ DBR & Co. Wealth Partners, LLC (April 1994 - Present)
President and Shareholder @ (January 1987 - April 1994)
Relationship Manager @ (January 1986 - December 1986)
Financial Advisor @ Advisor Group / Guardian Life Isurance Co. (March 1983 - December 1985)
David Root Education
University of Michigan
Bachelor’s Degree (Economics & Communications)
1978-1982
The Taft School 1977-1978
David Root Skills
Program Management
Financial Planning
Strategic Planning
Investments
Asset Management
Capital Raising
David Root Summary
David Root, based in Pittsburgh, PA, US, is currently a CEO and Founder at DBR & CO.. David Root brings experience from previous roles at DBR & Co Wealth Partners, DBR & Co. Wealth Partners, LLC, Bill Few Associates, Inc. and Muhlenkamp & Company. David Root holds a 1978 - 1982 Bachelor’s Degree in Economics & Communications @ University of Michigan. With a robust skill set that includes Program Management, Financial Planning, Strategic Planning, Investments, Asset Management and more. David Root has 2 emails on RocketReach.
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