David Kastner, CFA
Managing Director, Wealth Management
David is responsible for advising clients and managing their portfolios. Because he is so client-focused, he serves as the perfect bridge between the Wealth Management and Investments sides of the business, effectively communicating market updates to both clients and team members.
David joined the team in May 2022 after 25 years working at Charles Schwab. He started as a Senior Analyst in 1997 before becoming a Senior Portfolio Manager and heading up Schwab’s Market Analysis division. He also chaired the Investment Committee for Schwab Managed Portfolios™ – ETFs. In these roles, David was responsible for market and economic research, tactical asset allocation, ETF selection and investment risk management.
Prior to Schwab, David was in banking and traded commodity and financial futures on the Kansas City Board of Trade. In 1990, he graduated with a bachelor’s degree in Economics from the University of Kansas and earned a CFA Charter Holder designation in 2003.
David enjoys building enduring relationships with clients and helping them achieve their financial goals. He excels at making complex concepts easier to understand for clients that may not closely follow what is happening in the markets.
Outside of work, he and his wife enjoy spending time with their three children and two grandchildren as well as participating in outdoor activities like mountain biking and skiing.