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.