David joined the firm in early 2023. Prior to working at St. Germain, David worked at Florence Bank as a credit analyst for the commercial lending department. There he would analyze and spread the financial statements of the Borrowers; he was also responsible for producing risk analysis for the Bank’s commercial and real estate loans.
David earned his BS in Business Administration from Merrimack College and continues his education being enrolled for his MBA with a Corporate Finance concentration, at the University of Massachusetts/Lowell. David completed the Series 65 to become a registered investment advisor.