David Stephan, CFA


919-636-3765 Connect on LinkedIn

Mr. Stephan has over 4 years of finance and investment industry experience.  Before joining Hamilton Point, he worked at Schneider Downs Wealth Management Advisors LP, where he supported operations and was an investment analyst.  His background also includes experience with Bank of New York Mellon where he was an account analyst.

Mr. Stephan enjoys being active and is an avid runner and soccer player.

  • B.A. Finance, Accounting, & Investment Management
    Duquesne University, 2010
    Pittsburgh, PA
Previous Affiliations
  • Schneider Downs Wealth Management Advisors, LP
  • Bank of New York Mellon