Professional Background
David J. Boczar, CFP®,
CFA has over 25 years experience in the global financial
services industry in equity and fixed-income investment research, market strategy, institutional asset management, advisory, compliance, management and banking.
Professional:
David is the founder of Emerald Wealth Advisors. He currently is affiliated with Westport Resources, a boutique wealth management firm located in Westport, Connecticut that is comprised of independent Professional Affiliates. Westport Resources services the needs of its clients in a uniquely personalized manner. Through this affiliated relationship, David is instrumental in maximizing his
clients' wealth accumulation and preservation and assisting
them to achieve their financial goals and objectives. David was previously affiliated with the Connecticut Agency, an office of MetLife Financial Services, where he began developing his client-focused financial planning practice.
Prior to working with individuals and families, David was extensively involved in the global institutional financial services business. He began his securities analysis career at a leading life
insurance company in the early 1980's working on private placements
and conducting credit analysis on the firm's bond portfolio. He
joined an independent bond rating agency in New York in 1983
where his analysis focused on the newly-separated Bell operating
companies and the telecom industry.
From 1987 to 1994 David was affiliated with a leading Japanese
financial services firm in NY to develop their U.S. equities
research presence and drive their expansion in U.S. and
international securities markets. He ultimately became Head
of U.S. Equities research at this firm and also assisted in
the management of the company's dollar-denominated U.S. equities
portfolio. Following this assignment, David was affiliated with a research boutique/investment
bank in Westport, CT where he developed a mid- to large-cap
value research capability for U.S. and European institutional
investors. He expanded his responsibilities by becoming Head
of Compliance, Chief Operating Officer, UK-subsidiary Branch
Manager, and assuming general oversight of this firm.
Education:
- CERTIFIED FINANCIAL
PLANNER™ certification, February 2004.
- Certificate in Cellular Radio Technology, University of
Wisconsin College of Engineering, 1988.
- MBA degree in Finance/Certificate in International Business,
Seton Hall University, 1987.
- BA degrees in English and Business Administration, Rutgers
University, 1981.
Professional Affiliations/Credentials:
A Chartered Financial Analyst (CFA) charterholder, David
is a member of the Financial Planners Association (FPA), the
CFA Institute, the New York Society of Security Analysts (NYSSA),
the Stamford CFA Society, and is a former Board Member of
the Fixed Income Analysts Society (FIASI).
David's regulatory licenses consist of General Securities
Principal (Series 24), Investment Adviser Representative (Series
65), Supervisory Analyst (Series 16), Research Analyst (Series 86, 87), General Securities Representative
(Series 7), State Securities Agent (Series 63), Health &
Life Agent, Certifications-Connecticut and New York State
Long-Term Care Partnership programs, and Property & Casualty
agent (CT). He had previously been a licensed Securities and
Futures (SFA) Representative - Corporate Finance (UK).
Published works include co-authorship of Interactive Multimedia,
by the New Japan Research Institute (Japan, 1994). David has
contributed expertise on various topics in the financial media
and has also appeared on several financial news television
and radio broadcasts.
Organizations/Civic Involvement:
Active in the local community, David is past
Treasurer and a current Board Member of the Easton Exchange Club; is
Custodian of the Trust Funds for the First Presbyterian Church
of Fairfield, CT; is on the pension retirement committee for Easton-Redding Regional School District #9; is a member of the Fairfield, CT Chamber
of Commerce; a member of the advisory board for the American
Heart Association - Fairfield County region; is a Committee
Chair of the Welcome Club of Fairfield/Easton; and is also
former President and Vice President of the Theta Chi Alumni
Corp. of Rutgers University.
David is married and has two children. He and his family
reside in Easton, CT.
Professional Credentials:
Why You Should Choose a CFP® Practitioner: Pertinent information developed by the Certified Financial Planner Board of Standards, Inc.
Why Select a CFA® Charterholder: Pertinent information developed by the CFA Institute.
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