David Hill, CFA, CFP®

Professional:

Dave serves as a Senior Wealth Management Advisor at Kathmere Capital Management, working alongside one of the firm’s Principals, Michael McDermott. Dave has 15+ years of experience in the investment management industry working with ultra-high net worth individuals and institutions, helping them make informed financial decisions.

In his role, Dave uses his comprehensive experience in portfolio management, financial and estate planning to work with clients to develop and execute a financial planning strategy tailored to their objectives, risk tolerance, and financial goals.  Before joining Kathmere, Dave worked at LNW Advisors as a Client Advisor providing high-quality financial advice to ultra-high-net-worth families.  Prior to his role with LNW Advisors, he served as a Client Advisor with Legacy Advisors.

Dave graduated from James Madison University as a member of the football team with a BBA in Finance.  He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.  He also holds the designation as a CFP® professional.

Personal:

Outside of the office, Dave can be found spending time with his family and friends. In his free time, he enjoys playing golf, being active and rooting on his Philly sports teams.  Dave and his wife, Abbey, live in Malvern, PA with their son Hudson (soon expecting baby #2) and their English Bulldog Maximus.