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David Batchelder

CFA, CFP®

Senior Investment Officer

Professional Experience

David joined Sentinel Benefits & Financial Group in 2015 and works on portfolio strategies, investment manager selection and asset allocation strategies offered though Sentinel Pension Advisors, Inc. and Sentinel Personal Investment Services. He is also a member of the Sentinel Investment Committee.
 
Prior to joining Sentinel Benefits Group, Inc., David held portfolio management and various analyst positions with several firms including Measured Wealth Financial Group, Inc. and Mackensen & Co, Inc., both located in New Hampshire.
 

Educational Background and Certifications

  • Peter T. Paul College of Business and Economics, University of New Hampshire, Durham, NH – Bachelor of Science – Business Administration
  • Southern New Hampshire University, Manchester, NH – Masters in Business Administration
  • Chartered Financial Analyst charter holder
  • CERTIFIED FINANCIAL PLANNER® practitioner
  • Adjunct Faculty - Peter T. Paul College of Business and Economics, University of New Hampshire