1994 -
now CEO and Founder @ DBR & Co. Wealth Partners, LLC
1987 -
1994 President and Shareholder @
1986 -
1986 Relationship Manager @
1983 -
1985 Financial Advisor @ Advisor Group / Guardian Life Isurance Co.
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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