David D'Amico
David D'Amico
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ABOUT
Dave is President of Braver Wealth Management, a full service investment manament and financial planning firm in Newton and Boston, Massachussetts.
Dave graduated from Bentley College with a B.S. in Accounting and received an M.S. in Finance from Boston College. He earned his Chartered Financial Analyst (CFA) designation in 1996.
Mr. D’Amico has over twenty years of experience in investment management, working in both the wealth management and institutional asset management arenas. Prior to joining Braver Wealth Management in April of 2008, Dave was with an institutional asset manager in Boston where he led the Private Investment Management group, overseeing roughly $1.5 billion for individuals, ...More families and small institutions. In addition to leading the group, Dave served as Portfolio Manager and analyst for an innovative, globally diversified equity product he created called Global Multi Cap. At the same time he helped manage the organization’s Large Cap Growth equity portfolio.
Over the past twenty years, Dave has worked for a number of leading Boston based investment advisors as a portfolio manager and analyst managing and overseeing institutional and private client assets.
Dave graduated from Bentley College with a B.S. in Accounting and received an M.S. in Finance from Boston College. He earned his Chartered Financial Analyst (CFA) designation in 1996.
Mr. D’Amico has over twenty years of experience in investment management, working in both the wealth management and institutional asset management arenas. Prior to joining Braver Wealth Management in April of 2008, Dave was with an institutional asset manager in Boston where he led the Private Investment Management group, overseeing roughly $1.5 billion for individuals, ...More families and small institutions. In addition to leading the group, Dave served as Portfolio Manager and analyst for an innovative, globally diversified equity product he created called Global Multi Cap. At the same time he helped manage the organization’s Large Cap Growth equity portfolio.
Over the past twenty years, Dave has worked for a number of leading Boston based investment advisors as a portfolio manager and analyst managing and overseeing institutional and private client assets.
SNAPSHOT
- Description: Company executive. Trading frequency: Weekly
- Interests: Bonds, ETFs, Stocks - long, Stocks - short
COMPANY
Braver Wealth Management Braver Wealth Management offers a broad range of services including financial planning, investment management and tax preparation. We manage more than $425 million of clients’ assets. We work on a fee-only basis which means that we sell no products nor receive referral fees or commissions. In addition to ...More
traditional asset allocation, we offer unique “wealth preservation” investment programs designed to achieve market-like returns with significantly lower risk. We have been very successful at protecting our clients’ assets especially in down markets and this held true in 2008. We are not your typical “buy and hold” investment manager and we believe that downside protection is as important as upside gains. When you work with us you can be certain that you are receiving an objective, results-oriented approach and that we will always do what’s best for you.
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