David Margulies joined LMA in 2017 as a Senior Vice President, Wealth Management with over 30 years of investment management experience as a financial advisor with Merrill Lynch and Morgan Stanley. “My goal was to join a well-established, independent firm with a client-centered approach and culture that also had the capacity to provide my clients with an expansive range of investment options and opportunities. LMA’s culture and values are a perfect fit for me. Their focus on cultivating long-term client relationships matches the philosophy I have with my own clients.”
“This profession is not just about building great portfolios, it’s also about sharing the journey with wonderful people while helping them realize their goals, both financial and otherwise.”
One of the reasons I came to LMA is for their unique expertise on charitable giving strategies, which can offer clients additional tools for enhancing both their financial plans and benevolent giving interests.
David went to Annandale High School where he was captain of the chess team. He earned his B.A. in History and A.A. in Judaic Studies at Yeshiva University in New York City. He is married to his wife, Julia, and they have three grown children. David has a passion for Austrian economics as well as historical criticism and spends much of his free time reading up on both subjects.