David Rath, CMT, CFA is a Partner and Chief Investment Officer at Continuum Wealth Advisors, LLC, a Registered Investment Advisor in Saratoga Springs, NY. Collectively, they manage close to $200M in assets for roughly 275 households. He is responsible for the oversight and implementation of the portfolio management process. After receiving his CFA Charter in 2014, he recently joined the ranks of CMT Charterholders in 2022. He graduated from Binghamton University in 2004 with a BS in Financial Economics.
David Rath
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Video Archive Contributions
December 6, 2023
Marrying Fundamental and Technical Analysis for Independent RIAs
Presenter(s): David Rath
Chapter Chair
CMT Designation
Since
David Rath, CMT, CFA is a Partner and Chief Investment Officer at Continuum Wealth Advisors, LLC, a Registered Investment Advisor in Saratoga Springs, NY. Collectively, they manage close to $200M in assets for roughly 275 households. He is responsible for the oversight and implementation of the portfolio management process. After receiving his CFA Charter in 2014, he recently joined the ranks of CMT Charterholders in 2022. He graduated from Binghamton University in 2004 with a BS in Financial Economics.
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