David S. BardCRPS® AIF®

Senior Consultant

David was formerly a Senior Consultant of Westminster Consulting where he provides comprehensive retirement advisory services to the fiduciaries and plan committees of corporate retirement plans.

Prior to joining Westminster Consulting, David was a corporate retirement plan advisor with Courier Capital Corporation. David’s extensive career experience includes the positions of: Vice President of Investments with Smith Barney, Associate Vice President with McDonald Investments in Buffalo NY, Director of Fixed Income trading for CIBC Oppenheimer, and Vice President of Corporate Bond Sales for Mabon Securities in New York City.

David earned his BA in Economics from Hobart College. He is a Chartered Retirement Plan Specialist (CRPS), has achieved his Series 7, 31, 63, and 65 securities licenses, holds a New York State Life/Accident/Health Insurance license and is an Accredited Investment Fiduciary (AIF®).