David Juzwiak
Director, Wealth Management
David is a CFA Charterholder with more than 14 years of experience in wealth management and institutional investment consulting.
He serves high net worth individuals, foundations, endowments, pensions, 401ks, insurance asset pools, and family offices.
Prior to joining Choreo he was a Consultant at Lowery Asset Consulting, LLC in Chicago, IL. Previously, he was an Investment Analyst for Rehmann Financial and began his professional career at The Rehman Group as an Auditor their Public Accounting Practice.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFA Charterholder
EDUCATION
- B.S., Business Administration, Aquinas College
- B.S., Accounting, Aquinas College
