David Batchelder

CFA, CFP®, CBDA

Senior Investment Officer

Professional Experience

David joined Sentinel 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 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 PLANNERTM
  • Adjunct Faculty - Peter T. Paul College of Business and Economics, University of New Hampshire
  • Certification in Business Data Analytics (CBDA)

Hometown

Hampton, NH

Out of the Office

David enjoys spending time with his family. In his free time, you can likely find him playing tennis, working on his golf game, playing basketball, or heading to the beach for a run.

Check the background of this investment professional on the SEC’s Investment Advisor Public Disclosure website

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