David Stefanick, CFA®


As the Director of Research, David helps steer the strategic direction of the organization. David leads the investment team at WealthShield, LLC, which is focused on creating innovative investment solutions for the firm’s partners and clients. From research and white papers to portfolio and index creation, David and his team work to provide academically defensible and behaviorally palatable solutions that get investors to their financial goals. Prior to joining WealthShield, David worked at the North Carolina Department of State Treasurer. His work included asset allocation research, performance reporting, risk management, and supporting the due diligence and investment processes of the NC Employee Pension Plan.

David earned his MBA from the University of North Carolina at Charlotte and a dual BA from the University of North Carolina at Chapel Hill. He is an active member of the CFA Society of North Carolina.

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(973) 307-3236

WealthShield Partners is a SEC registered investment adviser and an affiliate of WealthShield, LLC. WealthShield provides outsourced chief investment officer (OCIO) services to our firm, including but not limited to: portfolio construction, platform implementation, investment research, manager due diligence, model maintenance, and tax management.

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Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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