David Waite
Vice President & Financial Advisor
As a Vice President at Seventy2 Capital, David Waite’s focus is working with investors to create customized solutions for each individual client that meets their needs and incorporating strategies that the clients are comfortable with. He specializes in working with individuals and small businesses, specifically those getting ready for retirement or already retired. Throughout his nearly forty years of experience in financial services, David has become proficient as a portfolio manager and tasks related to money movement and management.
Prior to joining Seventy2 Capital, David worked with Morgan Stanley and its predecessor since 1987, building long lasting relationships with his clients, some of which are over 30 years old.
Outside of work, David enjoys traveling, cooking, playing piano, and spending time with his wife and three children. He has served on volunteer boards for organizations such as Gallagher Services, and National Association for Mental Illnesses. He received his bachelor’s degree in Economics from the University of Maryland.