David Pappalardo

Leadership

David Pappalardo

David Pappalardo

Senior Vice President, Advisor Solutions Group

Mr. Pappalardo is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 20 years of experience in the investment industry. The Advisor Solutions Group is responsible for providing a full range of consulting services to broker dealers, banks, insurance companies, registered investment advisors, multi-family offices and other intermediaries that serve the high net worth marketplace.  

Prior to joining Segal Marco Advisors, Mr. Pappalardo held senior roles in asset management, investment consulting and wealth management. Most recently, he was Senior Vice President and Global Relationship Management Leader for GE Asset Management. Prior to GE, Mr. Pappalardo was a Director of Investment Consulting for Rogerscasey. He was also previously an Assistant Portfolio Manager at Amerivest Advisory Corporation and a financial advisor at both Prudential Securities and Oppenheimer & Co.

Mr. Pappalardo earned his Master of Science degree, with High Distinction, in Financial Planning from the Elkin B. McCallum Graduate School of Business at Bentley University, and his Bachelor of Science degree in Finance from the University of Massachusetts – Lowell. He holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the CAIA designation from the Chartered Alternative Investment Analyst Association. He also holds the Accredited Investment Fiduciary (AIF®) designation from the Center of Fiduciary Studies.

Mr. Pappalardo speaks at various industry conferences and is published in various industry publications including:

  • "RIA Best Practices for Excelling in a Changing World," Rogerscasey's Investment Insight, June 2017
  • “Financial Intermediary Trends”, Boston Investment Professionals Winter Event, December 2017
  • "What's Going On in Wealth Management Business from U.S. Point of View," Macquarie Private Wealth Conference, Toronto, CA, November 2014
  • "Proven Strategies for Evaluating and Selecting Best-in-Class Investment Managers," Rogerscasey's Investment Insight
  • "Model Portfolios: Balancing Choice and Structure to Achieve Investment Goals," Rogerscasey's Investment Insight

 

Contact David

The information you provide will not be shared with anyone outside Segal.

David Pappalardo

Leadership

David Pappalardo

David Pappalardo

Senior Vice President, Advisor Solutions Group

Mr. Pappalardo is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 20 years of experience in the investment industry. The Advisor Solutions Group is responsible for providing a full range of consulting services to broker dealers, banks, insurance companies, registered investment advisors, multi-family offices and other intermediaries that serve the high net worth marketplace.  

Prior to joining Segal Marco Advisors, Mr. Pappalardo held senior roles in asset management, investment consulting and wealth management. Most recently, he was Senior Vice President and Global Relationship Management Leader for GE Asset Management. Prior to GE, Mr. Pappalardo was a Director of Investment Consulting for Rogerscasey. He was also previously an Assistant Portfolio Manager at Amerivest Advisory Corporation and a financial advisor at both Prudential Securities and Oppenheimer & Co.

Mr. Pappalardo earned his Master of Science degree, with High Distinction, in Financial Planning from the Elkin B. McCallum Graduate School of Business at Bentley University, and his Bachelor of Science degree in Finance from the University of Massachusetts – Lowell. He holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the CAIA designation from the Chartered Alternative Investment Analyst Association. He also holds the Accredited Investment Fiduciary (AIF®) designation from the Center of Fiduciary Studies.

Mr. Pappalardo speaks at various industry conferences and is published in various industry publications including:

  • "RIA Best Practices for Excelling in a Changing World," Rogerscasey's Investment Insight, June 2017
  • “Financial Intermediary Trends”, Boston Investment Professionals Winter Event, December 2017
  • "What's Going On in Wealth Management Business from U.S. Point of View," Macquarie Private Wealth Conference, Toronto, CA, November 2014
  • "Proven Strategies for Evaluating and Selecting Best-in-Class Investment Managers," Rogerscasey's Investment Insight
  • "Model Portfolios: Balancing Choice and Structure to Achieve Investment Goals," Rogerscasey's Investment Insight

 

Contact David

The information you provide will not be shared with anyone outside Segal.

Leadership

David Pappalardo

Senior Vice President, Advisor Solutions Group

David Pappalardo

Contact David

The information you provide will not be shared with anyone outside Segal.

Mr. Pappalardo is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 20 years of experience in the investment industry. The Advisor Solutions Group is responsible for providing a full range of consulting services to broker dealers, banks, insurance companies, registered investment advisors, multi-family offices and other intermediaries that serve the high net worth marketplace.  

Prior to joining Segal Marco Advisors, Mr. Pappalardo held senior roles in asset management, investment consulting and wealth management. Most recently, he was Senior Vice President and Global Relationship Management Leader for GE Asset Management. Prior to GE, Mr. Pappalardo was a Director of Investment Consulting for Rogerscasey. He was also previously an Assistant Portfolio Manager at Amerivest Advisory Corporation and a financial advisor at both Prudential Securities and Oppenheimer & Co.

Mr. Pappalardo earned his Master of Science degree, with High Distinction, in Financial Planning from the Elkin B. McCallum Graduate School of Business at Bentley University, and his Bachelor of Science degree in Finance from the University of Massachusetts – Lowell. He holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the CAIA designation from the Chartered Alternative Investment Analyst Association. He also holds the Accredited Investment Fiduciary (AIF®) designation from the Center of Fiduciary Studies.

Mr. Pappalardo speaks at various industry conferences and is published in various industry publications including:

  • "RIA Best Practices for Excelling in a Changing World," Rogerscasey's Investment Insight, June 2017
  • “Financial Intermediary Trends”, Boston Investment Professionals Winter Event, December 2017
  • "What's Going On in Wealth Management Business from U.S. Point of View," Macquarie Private Wealth Conference, Toronto, CA, November 2014
  • "Proven Strategies for Evaluating and Selecting Best-in-Class Investment Managers," Rogerscasey's Investment Insight
  • "Model Portfolios: Balancing Choice and Structure to Achieve Investment Goals," Rogerscasey's Investment Insight

 

Leadership

David Pappalardo

Senior Vice President, Advisor Solutions Group

David Pappalardo

Contact David

The information you provide will not be shared with anyone outside Segal.

Mr. Pappalardo is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 20 years of experience in the investment industry. The Advisor Solutions Group is responsible for providing a full range of consulting services to broker dealers, banks, insurance companies, registered investment advisors, multi-family offices and other intermediaries that serve the high net worth marketplace.  

Prior to joining Segal Marco Advisors, Mr. Pappalardo held senior roles in asset management, investment consulting and wealth management. Most recently, he was Senior Vice President and Global Relationship Management Leader for GE Asset Management. Prior to GE, Mr. Pappalardo was a Director of Investment Consulting for Rogerscasey. He was also previously an Assistant Portfolio Manager at Amerivest Advisory Corporation and a financial advisor at both Prudential Securities and Oppenheimer & Co.

Mr. Pappalardo earned his Master of Science degree, with High Distinction, in Financial Planning from the Elkin B. McCallum Graduate School of Business at Bentley University, and his Bachelor of Science degree in Finance from the University of Massachusetts – Lowell. He holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the CAIA designation from the Chartered Alternative Investment Analyst Association. He also holds the Accredited Investment Fiduciary (AIF®) designation from the Center of Fiduciary Studies.

Mr. Pappalardo speaks at various industry conferences and is published in various industry publications including:

  • "RIA Best Practices for Excelling in a Changing World," Rogerscasey's Investment Insight, June 2017
  • “Financial Intermediary Trends”, Boston Investment Professionals Winter Event, December 2017
  • "What's Going On in Wealth Management Business from U.S. Point of View," Macquarie Private Wealth Conference, Toronto, CA, November 2014
  • "Proven Strategies for Evaluating and Selecting Best-in-Class Investment Managers," Rogerscasey's Investment Insight
  • "Model Portfolios: Balancing Choice and Structure to Achieve Investment Goals," Rogerscasey's Investment Insight

 

Leadership

David Pappalardo

David Pappalardo

Senior Vice President, Advisor Solutions Group

Contact David

The information you provide will not be shared with anyone outside Segal.

Mr. Pappalardo is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 20 years of experience in the investment industry. The Advisor Solutions Group is responsible for providing a full range of consulting services to broker dealers, banks, insurance companies, registered investment advisors, multi-family offices and other intermediaries that serve the high net worth marketplace.  

Prior to joining Segal Marco Advisors, Mr. Pappalardo held senior roles in asset management, investment consulting and wealth management. Most recently, he was Senior Vice President and Global Relationship Management Leader for GE Asset Management. Prior to GE, Mr. Pappalardo was a Director of Investment Consulting for Rogerscasey. He was also previously an Assistant Portfolio Manager at Amerivest Advisory Corporation and a financial advisor at both Prudential Securities and Oppenheimer & Co.

Mr. Pappalardo earned his Master of Science degree, with High Distinction, in Financial Planning from the Elkin B. McCallum Graduate School of Business at Bentley University, and his Bachelor of Science degree in Finance from the University of Massachusetts – Lowell. He holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the CAIA designation from the Chartered Alternative Investment Analyst Association. He also holds the Accredited Investment Fiduciary (AIF®) designation from the Center of Fiduciary Studies.

Mr. Pappalardo speaks at various industry conferences and is published in various industry publications including:

  • "RIA Best Practices for Excelling in a Changing World," Rogerscasey's Investment Insight, June 2017
  • “Financial Intermediary Trends”, Boston Investment Professionals Winter Event, December 2017
  • "What's Going On in Wealth Management Business from U.S. Point of View," Macquarie Private Wealth Conference, Toronto, CA, November 2014
  • "Proven Strategies for Evaluating and Selecting Best-in-Class Investment Managers," Rogerscasey's Investment Insight
  • "Model Portfolios: Balancing Choice and Structure to Achieve Investment Goals," Rogerscasey's Investment Insight