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David is an independent financial advisor with 15 years of experience. He looks for investments with accelerating revenue growth, improving cost structure and reasonable valuation. If two of these factors are present, a stock moves onto the buy list.
David began his career at Morgan Stanley where he worked on the #1 ranked Institutional Investor research team in Enterprise Software. Since his time at Morgan Stanley he has worked for one other Investment bank, two technology focused hedge funds and helped start an expert network for Reuters. He left Wall Street to apply the skills he developed working with Institutional Investors to helping people manage their personal investments.