David Meier

In his role as an OCIO Services Consultant at LPL Financial, David supports [Firm Name] as the Chief Investment Officer, where he provides economic insights and deep experience in the development of [Firm Name’s] investment philosophy and strategy. He works closely with the firm’s advisors to structure tailored investment strategies that align with clients’ financial goals and risk tolerance.

David consults with [Firm Name’s] Investment Committees and designs multi-asset portfolios that align with clients’ objectives. David takes pride in his pivotal role to support the firm with professional guidance on investment strategies and market insights. He and his team conduct in-depth research, monitor market trends, and assess risk factors to develop investment recommendations in all types of market conditions. 

Before joining LPL Financial’s OCIO Services group, David was a Portfolio Manager and Equity Analyst with Citi Investment Management. He was responsible for managing the firm’s US Large Cap Core Equity strategy and multi-asset class portfolios, with expertise in the Communication Services sector. David began his career as an investment specialist within the global wealth management practices at JPMorgan and Citi. In these roles, David provided investment advice to private clients, family offices, endowments, foundations and other institutions.

David earned his B.A. in Economics and German Language from Northwestern University.