We are thrilled to announce that David Manteau joined Colman Knight this month and will specialize in Financial Planning Analysis and Investment Management services.
David 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 will devote his expertise, time and energy to Investment Integrity and Integral Wealth planning collaborating closely with other CK members.
David lives in Sharon, Massachusetts with his wife, Elizabeth and three children. As a family, they enjoy walking, cooking, and spending time together. Please receive David’s personal words below meant just for you, introducing himself.
Hello Colman Knight Clients,
Thank you for welcoming me into your family and personal financial journey. I look forward to connecting with you over the coming weeks and months. I am delighted to briefly introduce myself and meet you soon.
I am originally from Ghana, West Africa. When I began college, I moved to the capital city of Accra to obtain my bachelor’s degree. Two years after graduating (and gaining valuable experience and insight into how state-run institutions can fail), I was fortunate to be accepted to study for my MBA at Johnson & Wales (Providence, RI). With my bags packed, I made the exhilarating journey to the United States. My decision to pursue studies and a life in the US has significantly changed my course and I’m eternally grateful for the opportunities I have been blessed with as a result.
Upon graduating with my MBA program in 2005, I continued my professional development and service with Bank of America as an Investment Specialist. Over the past ten years, I have focused my career on financial planning and wealth management.
Although I have worked in financial planning for almost a decade, Colman Knight’s approach to financial planning is unique and unlike any other I have seen. Colman Knight’s integral methodology, approach and process represents the ideal way financial planning should be practiced. It is the aspiration of true financial planning practitioners. From my first conversation with Gayle and through further conversations with other members of the firm, I have witnessed the true meaning of Fiduciary as it relates to financial planning and wealth management. This high integrity standard is evident in every facet of the firm and represents the most important reason I chose to join Colman Knight. It is good fortune to offer my talents and to practice integral wealth at a firm that truly holds clients’ interests in the highest esteem, above anything else.
My wife and I have three wonderful children, Jane, Joan, and John. We live in Sharon, Massachusetts and enjoy a three-generation household where our children are learning from and loving the company of their grandparents.
I intend to bring my knowledge and expertise to serve you, while simultaneously learning from Colman Knight and you. Again, I look forward to meeting you and thank you for the opportunity to serve your personal and financial journey.
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