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David A. Schluer
President and Chief Investment Officer
A former Executive Director with CIBC Oppenheimer, and former SVP and Chief Investment Officer of Beneficial Corporation, David has over 50 years experience developing portfolio strategies and implementing investment strategies for institutional, corporate and private clients.
A graduate of Ohio State University with BS and MBA degrees, David majored in finance, economics and investments. He served as president of the Columbus Financial Analysts Society and has participated in numerous investment seminars and advanced learning programs.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Net Worth Management Group is not owned or operated by Equitable Advisors, LLC or its affiliates.