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- Education:
- BS Accounting, Bentley College
- MS Finance, Boston College
- Professional Involvements:
- Member of the CFA Institute
- Member of the Boston Security Analysts Society, Inc.
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About > Management Team >
David J. D'Amico, CFA
President
Office Phone: 617.559.3412
Location: Newton, MA
ddamico@thebravergroup.com
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 Lee Munder Investments Ltd. in Boston where he led the Private Investment Management group, managing roughly $1.5 billion for individuals, 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. Prior to Lee Munder, Dave worked for a number of Boston based investment advisors including: Babson Capital (formerly David L. Babson & Company), Bingham Legg Advisers, Congress Asset Management and Mellon Bank. Mr. D’Amico has spent his career focusing on helping individuals and their families manage their wealth.
Dave is a member of The CFA Institute and The Boston Securities Analyst Society. He resides in Lynnfield, MA with his wife Rene and four children.
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