Professional Advice Hands-on guidance for Endowments and Foundations

David T. Carris

Vice President - Wealth Management
Endowment & Foundation Consultant (EFC)





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38 Eastwood Drive
Suite 400
South Burlington, VT 05403

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.


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