David Rath, CMT, CFA
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Executive Summary
David Rath, CMT, CFA is a highly experienced professional with 14.1 years of work experience in investments, finance, wealth management, financial planning, and securities. Based in the United States, he is skilled in solving puzzles and ensuring optimal stock sale strategies for clients. With a background in portfolio management and a passion for solving puzzles, David has worked in various roles, including Partner and Chief Investment Officer at Continuum Wealth Advisors, LLC and Portfolio Strategist at Bouchey Financial Group, Ltd. He also has experience as a Financial Advisor at Northwestern Mutual and as a Financial Advisor at GE Capital.
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Continuum Wealth Advisors, LLC
Partner | Chief Investment Officer&partner | chief investment officer | wealth advisor
Partner | Chief Investment Officer
partner | chief investment officer | wealth advisor
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