David DattanasioDavid Dattanasio
Associate Wealth Advisor

David is an Associate Wealth Advisor in the Beacon Pointe Boston office and is responsible for supporting the wealth management and operations teams.  His duties include cash management, strategy implementation and portfolio maintenance.  Prior to joining Beacon Pointe, David worked as a research analyst and portfolio constructor for BNP Paribas Asset Management.  David graduated from the University of Massachusetts, Amherst with a BA in Economics and earned his MBA from Suffolk University.  Outside of the office, David enjoys traveling with his family, cooking and playing golf.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...