Senior Portfolio Manager
David Taucher is a Pistone's Senior Portfolio Advisor; a Certified Financial Planner that has focused on the financial markets for over 30 years. He started his own financial planning firm that eventually merged with RAV Financial Services, LLC in 1995 where he served as Chief Investment Officer. The company was a full service wealth management firm managing $340 Million. The Company was acquired by Sequoia Financial Group in 2016.
Dave’s approach to investing has evolved over time. He has guided clients through the “Dot-Com Bubble” 2000-2002 and the “Great Financial Crisis” in 2007-2009. He believes that the structure of the financial markets have changed over the years and it is important to keep up with those changes. He is a member of the National Association of Active Investment Managers (NAAIM). Dave focuses on risk management in determining an appropriate investment allocation for a client.