David T. Albaneze, CFA
Dave is responsible for the development of the firm’s investment strategies.
Chief Investment Officer
LBA Wealth Management
Phone: (904) 394-0838 |
Dave serves as the Chief Investment Officer for LBA Wealth Management and is responsible for the development of the firm’s investment strategies. He has over 25 years of experience in the Investment industry. In 1986, he formed one of the Jacksonville’s first “fee only” investment firms.
In 2002, he merged his firm into a regional bank but continued to operate as a wholly owned subsidiary. Dave served as the CEO and Chief Investment Officer of this subsidiary. He established LBA Wealth Management in October 2008.
Dave graduated from the University of Massachusetts and earned the Chartered Financial Analyst (“CFA”) designation in 1996. He is a member of the CFA Institute and the Jacksonville Financial Analysts Society.
Dave served in the US Air Force from 1970 to 1972 and in the Massachusetts Air National Guard from 1972 to 1978.