Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
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.