David Zwick

David Zwick

Wealth Advisor

David Zwick works with individuals, families, and organizations who benefit from his experience in tailoring risk-appropriate portfolios that reflect their individual principles and promote social and environmental justice. Since he began working in wealth management in 2012, David has focused solely on socially and environmentally responsible investing.

David previously worked as a tenured business teacher and ran a work-based learning program for high school students in Rochester, NY. He holds an MBA from Babson College, an MS in Education Administration from St. John Fisher College, an MS in Business Education from Nazareth College and a BS in Hospitality Management from the University of New Hampshire. He holds Series 7 and 66 professional registrations.

Throughout his career, David has expressed his conviction that business should be a foundation for community, social justice, and environmental stewardship. Growing up in Western New York, David developed a love of the outdoors, and spends his weekends skiing, sailing and attending dance competitions with his daughter.