David Joseph D'Amico

President & Chief Marketing Strategist at The Braver Group

David Joseph D'Amico

David Joseph D'Amico

President & Chief Marketing Strategist at The Braver Group

Overview
Career Highlights

Adviser Investments
Braver Wealth Management, Inc.

RelSci Relationships

722

Birthday

1968

Age

52

Number of Awards

1

Contact Data
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Relationships
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President & Chief Executive Officer at Braver PC

Relationship likelihood: Strong

Chief Investment Officer at Braver Wealth Management, Inc.

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Co-Founder at Braver Wealth Management, Inc.

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Co-Founder at Braver Wealth Management, Inc.

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Portfolio Executive at Adviser Investments LLC

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Director & Vice President at Braver Wealth Management, Inc.

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Vice President, Portfolio Manager at Adviser Investments LLC

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Portfolio Executive at Adviser Investments LLC

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Vice President, Administration at Braver Wealth Management, Inc.

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Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

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David Joseph D'Amico
President & Chief Marketing Strategist at The Braver Group
Education
B.S. in Accounting

Bentley University is one of the nation's leading business schools, dedicated to preparing a new kind of business leader and one with the deep technical skills, the broad global perspective and the high ethical standards required to make a difference in an ever-changing world.

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

Career History
Wealth Market Leader (Boston)
2020 - Current

Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Baltimore, Maryland. The firm was formed as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. On January 2012, the firm's name was changed to Wilmington Trust Investment Advisors, Inc. They are a wholly-owned subsidiary of Manufacturers and Traders Trust Company (M&T Bank), which is owned by M&T Bank Corporation (NYSE: MTB). WTIA provides investment advisory services to not-for-profit organizations, pension and profit sharing programs, corporations, endowments, foundations, municipal and government entities, Taft-Hartley organizations, other investment advisers, consultants, family offices, and high net-worth clients. In addition, the firm may provide investment consulting services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.

President & Chief Marketing Strategist
Current

The Braver Group provides accounting and financial services. It provides financial planning, estate planning, and tax services. The firm also caters to investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The company was founded in 1949 and is headquartered in Newton, MA.

Executive Vice President
Tenure Unconfirmed

AIL uses an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor’s long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Awards & Honors
1996
CFA (Chartered Financial Analyst)
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