David Eltringham

About David Eltringham

With over 30 years of experience in the Financial Services industry, David has spent his career serving as a trusted advisor for high net worth families, business owners, corporate executives, and professional athletes across the country. As a leader in the business and philanthropic community, David is continuously looking for ways to give back and make a difference in the world, whether it be on a local or international stage. Over the years, he has concentrated his efforts around his church, caring for families in need, helping those with disabilities, and working closely with low to moderate income families on financial wellness. Annually, David co-leads a mission trip to Tres Reyes, Mexico to serve one of the country’s poorest communities. He is also an active board member for Stepping Stones and the University of Cincinnati College-Conservatory of Music (CCM).

Experience

1. Managing Director, Sr Wealth Advisor

   Benchmark Wealth Management

   Jul 2018 — Present · Cincinnati, KY

   As the Cincinnati practice leader and Managing Director at Benchmark, David specializes in caring for business owners, corporate executives, and professional athletes. Over his career, he has implemented comprehensive wealth strategies for his clients that have allowed them to simplify their financial complexity, achieve their goals, and build lasting legacies.benchmark-wealth.com

Education

• Penn State University

  BA General Arts and Sciences, Business and Marketing

  1978 — 1983

Skills

• Strategic Financial Planning
• Wealth Management
• Portfolio Management
• Investment Management
• Financial Analysis
• Estate Planning
• Management
• Private Banking
• Trust Services
• Strategic Planning
• Wealth Managment
• Investments
• Banking
• Retirement Planning
• Financial Services
• Sales Management
• Life Insurance
• Financial Planning
• Mortgage Lending
• Treasury Management
• Credit
• Team Building
• Finance
• Commercial Lending
• Loans