Free Assessment
David H DeWItt

 

David H. DeWitt

Financial Planner & Investment Analyst

After graduating from Ursinus College with a B.A. in Business and Economics, David spent two years at SEI Investments Company as a fund accounting analyst, where he administered several mutual fund and exchange-traded funds. 

At DeWitt, Dave is a passionate financial planner and investment analyst. He has a passion for helping clients build towards their financial future. Dave also helps manage DeWitt's individual stock portfolio and enjoys researching and discovering unique investment stories.  

Dave is a CFA level II candidate and is currently pursuing his CFP designation.

Outside of work, Dave is an avid golfer and enjoys playing competitive soccer.