David Root

Chief Executive Officer and Founder

Professional Overview
David Root is the Chief Executive Officer and Founder of DBR & Co, a leading financial advisory firm based in Pittsburgh, PA. With over three decades of industry experience, he has established himself as a respected authority in the field of wealth management, investment strategy, and financial planning.

Experience Summary

Current Role
As the CEO and Founder of DBR & Co, David is responsible for setting the strategic vision and direction of the firm. Under his leadership, the company has grown to become a trusted advisor to high-net-worth individuals, families, and businesses, providing comprehensive financial solutions tailored to their unique needs. David's expertise in portfolio management, risk mitigation, and tax optimization has enabled his clients to achieve their long-term financial goals.

Career Progression
Prior to founding DBR & Co in 1994, David held various leadership positions within the financial services industry. He served as the President and Shareholder at Bill Few Associates, where he played a pivotal role in expanding the firm's client base and diversifying its service offerings. Earlier in his career, David gained valuable experience as a Relationship Manager at Muhlenkamp & Company and a Financial Advisor at Advisor Group Guardian Life Insurance.

Academic Background
David holds a Bachelor's degree in Economics and Communications from the University of Michigan. He also attended The Taft School, where he developed a strong foundation in financial analysis and investment management.

Areas of Expertise
David's expertise spans a wide range of financial disciplines, including portfolio management, wealth planning, tax optimization, and risk management. He is known for his ability to navigate complex financial landscapes and develop tailored strategies that address the unique needs of his clients. David's leadership skills and commitment to excellence have been instrumental in driving the growth and success of DBR & Co.

Professional Impact
Under David's guidance, DBR & Co has become a respected name in the financial services industry, recognized for its exceptional client service and innovative solutions. He has been actively involved in various industry associations and has contributed to the development of best practices in wealth management. David's commitment to the community is reflected in his involvement in local philanthropic initiatives, where he leverages his financial expertise to support charitable causes.

Conclusion
With his extensive experience, proven track record, and unwavering dedication to client success, David Root is poised to continue leading DBR & Co towards new heights. His strategic vision, technical expertise, and collaborative approach make him a valuable asset to his clients and the broader financial services industry.