David B. Root

Experience

1. Chief Executive Officer and Founder

   Dbr & Co

   Apr 1994 — Present

   As founder and CEO, David sets the tone for his team in their mission is to help high net worth families and businesses achieve the power of financial security and independence in their lives. He oversees his firm\'s highly qualified team of CFPs and CFAs who are dedicated to solving complex problems and acting as a fiduciary for it\'s private clients and 401k plans under contract. And is the driving force behind the firm’s reputation for superior quality and consistency in services. “Families look to us to protect the wealth they’ve accumulated…we’re not hired to make them wealthy.” This focus has made DB Root & Co. one of the top-ranked independent financial advisory firms in the nation (Barron\'s Magazine, Advisory HQ) and one of the largest Pittsburgh-area money managers. Dave is the author of D.B. Root & Company\'s weekly commentary titled \"A Further Look\" which offers a timely and often non-consensus view of the economy/markets and his field of wealth management. You can find the current and previous editions on our website - as well as shared updates on LinkedIn and on Twitter @Askdbroot. Dave also coined the term \'mMillionaire\' to describe the most promising, yet overlooked and under served segment of the investing American public. Popularly referred to today as Next Gen, he and his team have developed a unique emerging wealth program called DBR NEXT to help Millennials become \'planning ready\'. DB Root & Company has 20 team members with two office locations in Pittsburgh PA and Toledo OH, is a member of the Dynasty Financial Partners Network, securities offered through Charles Schwab Advisory Services and is affiliated with independent research firm Hedgeye Risk Management, LLC in Stamford, CT. d•••••••@dbroot.com

Education

• University of Michigan

  Bachelor’s Degree, Economics & Communications

  1978 — 1982