About
After joining the financial services industry in 1992, he earned a Chartered Financial Consultant designation from American College in 1997. He has held numerous licenses during his time in the industry and is an owner and investor in several small businesses. David is a native Clevelander and participates in civic organizations as a member of the Endowment Committee of his local church and serves on the Board of Directors of the International Burn Foundation.
Education
Tufts University
Bachelor of Arts in Economics (1985)
University of Pennsylvania (Wharton School)
Master of Business Administration (1990)
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting