David Ventura, CFA, CFP

Managing Principal


With more than a decade of experience advising high net worth clients David understands that successful wealth management requires strategic structures and processes to guide you in your financial decisions. His integrated, multi-disciplinary approach offers solutions across the entire domain of wealth management, helping you pursue your goals.

Prior to joining Signet Private Wealth, David spent thirteen years at Morgan Stanley advising high net worth clients in all facets of wealth management. David experience also includes nine years at Smurfit-Stone Container where he took on several roles senior in project engineering and plant management.

David is a is a CFA charterholder, and holds the Certified Financial Planning designation. He also has an MBA from Santa Clara University, and a Bachelor of Science and Engineering from Miami University.


Get In Touch