David Monteith is an associate in the firm’s Atlanta office, and works within the Accounting Financial Reporting (AFR) department. He is responsible for reconciling client investment accounts on both a monthly/quarterly basis. He also compares monthly financial reports to outside investment reports to ensure all information has been captured and any discrepancies have been recorded and identified.
He has over thirteen years of professional experience working in both the financial service industry and higher education, with extensive experience at both Bank of New York Mellon, Wells Fargo as well as Jacksonville University.
David has a bachelor’s degree from Georgia State University and a MBA in Finance from Jacksonville University. He spends his time outside of Pathstone cheering for his son who keeps him and his wife very busy with soccer, basketball and swimming.