David N. Long is a Wealth Advisor and Portfolio Manager with ProEast Asset Management, LLC. David takes a planning-based approach to wealth management, advising individuals and their families by drawing extensively on ProEast’s resources. David creates tailored portfolios to ensure his clients’ receive a customized strategy utilizing both equity and fixed income. He pays particular attention to the risk level of a portfolio in order to assure that clients protect their purchasing power and do not assume unnecessary risk in order to meet their income and growth goals.
While in college, David began his financial services career at NASDAQ in 2013. David graduated from Bentley University, where he earned a B.S. degree in Finance with a minor in Political Science. Upon graduation, he worked as an Investment Advisor at JP Morgan Chase & Co. David holds FINRA Series 7 and 66 Registrations. He is licensed to provide wealth management services and advice in all fifty states and U.S. territories.
David was a pitcher for the Bentley University baseball team, and continued to play competitive baseball at the international level for 4 years. David currently lives in Boston, where he enjoys staying active by working out, playing baseball, golfing, and snowboarding. An avid traveler, David always enjoys a good exchange of conversation about recent adventures.