David Stephan, CFA

Assistant Vice President

919-636-3765 Connect on LinkedIn

Providing research, analysis and trading expertise, David is a member of the Hamilton Point Investment Committee and a portfolio manager.  He also assists the firm in reporting, operations and technology implementations.

David serves as Treasurer of OCASL Foundation Board and is a member of the Oakwood Garden Club.

  • Duquesne University
    Pittsburgh, PA

    BS Business Administration