David J. Washburn, CFP®, CPA
President
Messiah College – Grantham, Pennsylvania
- Bachelor of Science Degree
- Major in Accounting
CERTIFIED FINANCIAL PLANNER CERTIFICANT™
Holder of Certified Public Accountant Certificate
Designation issued by the States of Florida and Rhode Island
Member of the American Institute of Certified Public Accountants (AICPA)
Investment Advisor Representative (2006)
Uniform Investment Advisor Law Exam – Series 65
Sullivan & Company CPAs LLP – 13 years
David served as Audit Manager for various distribution, real estate, manufacturing and retail clients. Responsibilities included planning, performing, supervising and reviewing various types of accounting and compliance engagements.
2005 – Joined Washburn Capital Management
David is involved with every aspect of the business including the building and sustaining of client relationships. He manages client portfolios while working closely with Washburn Capital Management staff overseeing client services.