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private wealth
David Hillner

David Hillner, CFA

Director of Investments

Years of Experience: 7 years

Educational Background

  • University of Texas – San Antonio, MBA focused on Finance
  • Azusa Pacific University, BA, Economics


  • Chartered Financial Analyst (CFA®)
  • Fundamentals of Sustainable Accounting Credential Holder

Other Notable Information

  • David is a member of the Private Wealth Investment Committee