David Santos
David Santos

David Santos Regional Portfolio Advisor

Joined Northern Trust

2005

Education

  • Bachelor of Arts in Business Management with a concentration in Finance from Salem State University
  • Master of Business Administration in Finance Concentration from Suffolk University

Expertise

David is a Regional Portfolio Advisor responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. David has expertise in complex investment management techniques. He has over 36 years of experience in asset management for individuals and institutions.

Experience

Northern Trust for 17 years as Senior Portfolio Advisor. Putnam Investments for 18 years served as Senior Portfolio Manager on Large Cap Growth team.