CFA®, CFP® Practitioner
David Manteau is a Chartered Financial Analyst® and a Certified Financial Planner™ professional, specializing in Financial Planning Analysis and Investment Management services. He began his career in the financial services industry in 2005 as an Investment Specialist with Bank of America and has worked for other financial services companies including Columbia Funds, MassMutual, and most recently Prudential. His roles and expertise focused in the areas of financial planning, investment management, and research.
Originally from Ghana, West Africa, David came to the United States in 2003 to study and gain his MBA degree in Finance. After earning his MBA and a few years in the profession, he earned the Certified Financial Planner designation and the Chartered Financial Analyst charter. In addition to these credentials, he holds the FINRA Series 7, 66, 65, and 26 licenses for investment management as well as various insurance licenses.
Along with being an integral part of Colman Knight services, David devotes his expertise, time and energy to Investment Integrity and Integral Wealth planning, collaborating closely with other CK members.
Financial Planner – Prudential – 2021–2022
Investment Advisor – Independent – 2020–2021
Research Analyst – Advice Systems – 2019–2020
Financial Planning Consultant – MassMutual – 2013–2019
Chartered Financial Analyst charter – CFA Institute – September 2018
Certified Financial Planner designation – CFP Board – July 2009
Master of Business Administration (Finance) – Johnson & Wales University – May 2005
Bachelor of Arts, Political Science – University of Ghana, Legon – May 2001