David Wisehaupt, AIF®, CVB

David Wisehaupt, AIF®, CVB, is a seasoned professional and Managing Director at Wisehaupt Bray Asset Management, a part of Hightower Advisors. With a strong emphasis on personalized investment strategies, risk reduction techniques, and business consulting, David excels in assisting individuals and businesses in achieving their financial goals. His expertise extends to financial planning for Generation X, Y, and Baby Boomers, making him a versatile advisor for a wide range of clients. David's educational background includes a BBA in Finance and Economics from Penn State University, further complemented by studies in gamification in business at The Wharton School and Certified Exit Planner (CEPA) certification from the Exit Planning Institute. Prior to his current role, David held the position of FVP, Portfolio Manager PIA Program at Merrill Lynch, showcasing his extensive experience in the financial industry.