" The most rewarding aspects of my profession are the development of meaningful, personal and professional relationships and helping clients build comprehensive holistic plans to accomplish their unique, long-term financial goals and objectives. "

David C. Brinkman, CFA, CPA, CFP®, CPFA

David is an Investment Relationship Manager in our Columbus, OH office with over 10 years of experience within the financial services industry. He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics including holistic financial planning, income tax optimization, asset allocation, portfolio construction, and estate planning strategies. Dave’s well-rounded financial education and past experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals. As a former financial analyst, David is actively involved in the firm’s investment research process including strategic portfolio construction, on-going investment due diligence of new and existing investment managers, and other ad-hoc research.

David lives in Powell, OH with his wife, Holly, and his three children, Scarlett, Olive, and Crosby. When not spending time with his family, he enjoys playing golf.

Professional Licenses & Designations

Chartered Financial Analyst®

Certified Public Accountant


Certified Plan Fiduciary Advisor


B.S in Accounting, The Ohio State University

Memberships and Associations

Member, CFA Society of Columbus

Member, American Institute of Certified Public Accountants (AICPA)

contact us

Map of Pittsburgh Office

One PPG Place, Suite 1700
Pittsburgh, PA 15222

p:412.697.5200     f:412.261.4876

Map of Columbus Office

65 East State Street, Suite 2000
Columbus, OH 43215

p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

p:412.697.5200     f:412.261.4876