David Pappalardo
Senior Vice President, Advisor Solutions Group
David is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 30 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, David 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, David 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.
David earned his MS, with High Distinction, in Financial Planning from the McCallum Graduate School of Business at Bentley University, and his BS in Finance from the University of Massachusetts – Lowell. He holds both the Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst (CIMA®) designations 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 and the CFA Certificate in Sustainable Investing.
David speaks at various industry conferences and is published in various industry publications including:
- “Private Wealth Managers: Master the Alternative Investments Learning Curve,” Segal Marco article, April 9, 2024
- "The Highest and Best Use of Wealth Management Resources: A Strategy for Differentiating Your Practice," July 2022
- CAIA Miami Panelist, “The Portfolio of the Future,” April 2022
- Consultant Roundtable, Boston Investment Professionals, September 2021
- “Impressing Today’s Retail Intermediaries,” Chestnut Advisory Group webinar, December 2020
- “The Future of Advice,” Rogercasey’s Investment Insight, November 2018
- “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
Read insights from David
-
April 9, 2024
Private Wealth Managers: Master the Alternative Investments Learning Curve
Offering alternative investments is important for private wealth managers. Learn about three compelling options for gaining alternatives expertise.
Topics covered: Compliance, Investment
Contact David
Leadership
David Pappalardo
Senior Vice President, Advisor Solutions Group
David is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 30 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, David 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, David 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.
David earned his MS, with High Distinction, in Financial Planning from the McCallum Graduate School of Business at Bentley University, and his BS in Finance from the University of Massachusetts – Lowell. He holds both the Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst (CIMA®) designations 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 and the CFA Certificate in Sustainable Investing.
David speaks at various industry conferences and is published in various industry publications including:
- “Private Wealth Managers: Master the Alternative Investments Learning Curve,” Segal Marco article, April 9, 2024
- "The Highest and Best Use of Wealth Management Resources: A Strategy for Differentiating Your Practice," July 2022
- CAIA Miami Panelist, “The Portfolio of the Future,” April 2022
- Consultant Roundtable, Boston Investment Professionals, September 2021
- “Impressing Today’s Retail Intermediaries,” Chestnut Advisory Group webinar, December 2020
- “The Future of Advice,” Rogercasey’s Investment Insight, November 2018
- “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
Read insights from David
-
April 9, 2024
Private Wealth Managers: Master the Alternative Investments Learning Curve
Offering alternative investments is important for private wealth managers. Learn about three compelling options for gaining alternatives expertise.
Topics covered: Compliance, Investment
Contact David
Leadership
David Pappalardo
Senior Vice President, Advisor Solutions Group
Contact David
David is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 30 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, David 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, David 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.
David earned his MS, with High Distinction, in Financial Planning from the McCallum Graduate School of Business at Bentley University, and his BS in Finance from the University of Massachusetts – Lowell. He holds both the Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst (CIMA®) designations 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 and the CFA Certificate in Sustainable Investing.
David speaks at various industry conferences and is published in various industry publications including:
- “Private Wealth Managers: Master the Alternative Investments Learning Curve,” Segal Marco article, April 9, 2024
- "The Highest and Best Use of Wealth Management Resources: A Strategy for Differentiating Your Practice," July 2022
- CAIA Miami Panelist, “The Portfolio of the Future,” April 2022
- Consultant Roundtable, Boston Investment Professionals, September 2021
- “Impressing Today’s Retail Intermediaries,” Chestnut Advisory Group webinar, December 2020
- “The Future of Advice,” Rogercasey’s Investment Insight, November 2018
- “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
Read insights from David
-
April 9, 2024
Private Wealth Managers: Master the Alternative Investments Learning Curve
Offering alternative investments is important for private wealth managers. Learn about three compelling options for gaining alternatives expertise.
Topics covered: Compliance, Investment
Leadership
David Pappalardo
Senior Vice President, Advisor Solutions Group
Contact David
David is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 30 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, David 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, David 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.
David earned his MS, with High Distinction, in Financial Planning from the McCallum Graduate School of Business at Bentley University, and his BS in Finance from the University of Massachusetts – Lowell. He holds both the Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst (CIMA®) designations 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 and the CFA Certificate in Sustainable Investing.
David speaks at various industry conferences and is published in various industry publications including:
- “Private Wealth Managers: Master the Alternative Investments Learning Curve,” Segal Marco article, April 9, 2024
- "The Highest and Best Use of Wealth Management Resources: A Strategy for Differentiating Your Practice," July 2022
- CAIA Miami Panelist, “The Portfolio of the Future,” April 2022
- Consultant Roundtable, Boston Investment Professionals, September 2021
- “Impressing Today’s Retail Intermediaries,” Chestnut Advisory Group webinar, December 2020
- “The Future of Advice,” Rogercasey’s Investment Insight, November 2018
- “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
Read insights from David
-
April 9, 2024
Private Wealth Managers: Master the Alternative Investments Learning Curve
Offering alternative investments is important for private wealth managers. Learn about three compelling options for gaining alternatives expertise.
Topics covered: Compliance, Investment
Leadership
David Pappalardo
Senior Vice President, Advisor Solutions Group
Contact David
David is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. He has over 30 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, David 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, David 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.
David earned his MS, with High Distinction, in Financial Planning from the McCallum Graduate School of Business at Bentley University, and his BS in Finance from the University of Massachusetts – Lowell. He holds both the Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst (CIMA®) designations 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 and the CFA Certificate in Sustainable Investing.
David speaks at various industry conferences and is published in various industry publications including:
- “Private Wealth Managers: Master the Alternative Investments Learning Curve,” Segal Marco article, April 9, 2024
- "The Highest and Best Use of Wealth Management Resources: A Strategy for Differentiating Your Practice," July 2022
- CAIA Miami Panelist, “The Portfolio of the Future,” April 2022
- Consultant Roundtable, Boston Investment Professionals, September 2021
- “Impressing Today’s Retail Intermediaries,” Chestnut Advisory Group webinar, December 2020
- “The Future of Advice,” Rogercasey’s Investment Insight, November 2018
- “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
Read insights from David
-
April 9, 2024
Private Wealth Managers: Master the Alternative Investments Learning Curve
Offering alternative investments is important for private wealth managers. Learn about three compelling options for gaining alternatives expertise.
Topics covered: Compliance, Investment
