David A. Karpa, CFA

David started his career in 1997 providing investment advisory to individuals, consultants and institutions. Prior to joining the firm in 2005, David was a fixed income product specialist with UBS Global Asset Management serving an array of clients and was also a member of the Private Client Investment Committee. David is responsible for communicating the firm’s full range of taxable fixed income capabilities to clients in addition to developing new business relationships and products. David has been awarded the Chartered Financial Analyst designation and is a member of the CFA Institute & New York Society of Security Analysts. B.B.A. Finance, Western Michigan University.