David Bard
Director of Institutional Wealth Management
- Role
- Treasurer Buffalo Club Foundation at The Buffalo Club
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About David Bard
Truth. Trust. Transparency. Granite Group Advisors is an award winning Retirement Plan Consulting & Wealth Management firm. Our clients, which include individuals, families, foundations, endowments and retirement plan fiduciaries, enjoy personalized service from our entire team. As the “ultimate investor advocate,” our mission is to produce better investment outcomes for our clients by removing potential conflicts of interests and focusing solely on their needs and objectives. We are a fully independent firm that delivers institutional investment research and analytics capabilities supplemented by our unique,\"high-touch\", bespoke, client service. We provide objective, timely, fee-based, proactive consulting advice to the fiduciaries of participant-directed retirement plans. We have a proven record of assisting plan fiduciaries mitigate institutional and personal risk while lowering costs which promotes positive outcomes for plan participants. We deliver this specialized guidance, customized strategies and \"best practices\" recommendations driven by unbiased and objective recommendations based on a strong knowledge of plan design, compliance, communications/wellness campaigns, record-keepers, investments and industry trends. Designated \"Accredited Investment Fiduciary\"(AIF), Designated \"Chartered Retirement Plan Specialist\"(CRPS), Registered Representative, FINRA Licensed Series 6 & 63 AIF conferred by the Center for Fiduciary Excellence CRPS conferred by the College for Financial Planning.
Experience
Treasurer Buffalo Club Foundation
Mar 2020 — Present
Education
Hobart and William Smith Colleges
BA, Economics
1990 — 1993
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