David F. Pendergast, Senior Vice President, Private Clients Group
As the manager of the Private Clients Group, David
supervises a team that oversees investment portfolios
for individuals who enjoy highly personal service
without the typical management fees.
After graduating from Lake Forest College in 1975,
David began his investment career in the Capital Markets
division at BankBoston. He covered institutional accounts,
including trust departments, insurance companies and
bank portfolios.
Since 1986, David has focused on the investment needs
of high net worth individuals and has developed an
outstanding reputation among his sophisticated clientele.
He is a member of the Municipal Bond Club of Boston
and the Bond Club of Boston, is a licensed 7 and 63
registered representative and is a municipal securities
principal.
David is an active volunteer with the South Norfolk
County Association for Retarded Citizens, serves on
the Board of Directors of Summer Search and represents
his town in the Massachusetts Bay Youth Lacrosse League.
Back to Our Team »»
