David Ventura, CFA, CFP
Managing Principal
Having over 10 years experience advising high-net-worth clients, David understands that successful wealth management requires thoughtful strategies, structures, and processes. He employs an integrated, multi-disciplinary approach, providing comprehensive solutions across the full spectrum of wealth management to help clients achieve their financial goals.
Prior to joining Signet Private Wealth, David spent thirteen years at Morgan Stanley, advising affluent families on all facets of wealth management. Earlier in his career, David held senior roles in project engineering and plant management at Smurfit-Stone Container for nine years.
David is a CFA charterholder and a Certified Financial Planner (CFP®). He earned an MBA from Santa Clara University and a Bachelor of Science in Engineering from Miami University.
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