The U.S. Treasury has begun the process of ending the production of the penny. Learn what this means for you.
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All locations, including Bangor Support, will close at 1:00 PM on Wednesday, December 24.
All locations, including Bangor Support, will be closed on Thursday, December 25. We will resume normal business hours on Friday, December 26. Access your account anytime online or on the Bangor Mobile app.
David joined Bangor Wealth Management's Portland office in 2025, bringing nearly 20 years of portfolio management, investment research, and trading experience. As a Senior Portfolio Manager, he guides individual and institutional clients toward long term success through disciplined investment strategies and personalized financial advice.
He brings deep expertise in asset allocation, risk management, and security selection, developed through key positions at Camden National Bank, Rockland Trust and Braver Wealth Management. His early career as a Trust & Estates Paralegal provides added perspective in navigating estate planning matters, ensuring holistic solutions for clients.
David holds a Bachelor of Arts in English from the University of Massachusetts. He is a Chartered Financial Analyst (CFA) and an active member of the CFA Society of Maine. Outside the office, David enjoys hiking, reading, and exploring the food scene in Portland.
He brings deep expertise in asset allocation, risk management, and security selection, developed through key positions at Camden National Bank, Rockland Trust and Braver Wealth Management. His early career as a Trust & Estates Paralegal provides added perspective in navigating estate planning matters, ensuring holistic solutions for clients.
David holds a Bachelor of Arts in English from the University of Massachusetts. He is a Chartered Financial Analyst (CFA) and an active member of the CFA Society of Maine. Outside the office, David enjoys hiking, reading, and exploring the food scene in Portland.
Certifications/Accreditations
Chartered Financial Analyst (CFA)
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Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.