David T. Carris
Vice President - Wealth Management
Endowment & Foundation Consultant (EFC)
As a financial advisor with the Endowment & Foundation Consultant designation, I understand the fiduciary responsibilities, investment management and spending challenges nonprofits face. I have the experience and insight to help guide investment committees toward suitable investment solutions and help them manage their plans. You can be confident that I will take the time to fully understand your organization’s philanthropic mission, unique financial circumstances and long-term funding goals so I can help you design a plan for today and tomorrow.