David Peartree, J.D. CFP®
Portfolio Manager - Financial Advisor
E-Mail: dpeartree@brightonsecurities.com
Direct: 585.389.6197
David is a member of the investment committee at Brighton Securities Capital Management and is the portfolio manager of the index fund portfolios offered by Brighton Securities.
As a Certified Financial Planner David also offers his clients a range of financial planning services, with a particular emphasis on retirement planning. Before entering the investment advisory business in 2004, David practiced law for many years, specializing in estate planning and related tax planning.
David is a regular contributor to the Rochester Business Journal. His column, The Informed Investor, offers an inside look at the financial services business from the perspective of the investment consumer.
A native of Rochester, David has been active in the not-for-profit community, most recently on the board of Catholic Family Center, one of the largest social services providers in Monroe County, and the Villa of Hope finance committee. David enjoys spending free time exploring the back country in the Adirondacks either hiking or rowing in an Adirondack guide boat.