David B. Wellborn

Principal

EDUCATION

BA, Harvard University; MBA, University of Virginia Darden School of Business

YEAR STARTED at PMA
1998

BEFORE PMA
Director at Credit Suisse First Boston, London and New York, managing relationships for large multinational corporations, European governments, and organizations such as the World Bank and the Inter-American Development Bank | Senior positions at Swiss Bank Corp., Prudential Securities, and Citibank

SPECIAL EXPERTISE/ FOCUS AREAS
Fixed income and international markets, global advisory experience on financial, risk, and market issues

COMMUNITY INVOLVEMENT
Member of the Harvard University Alumni Board | Volunteer work at hospitals and other service organizations

PERSONAL INTERESTS
I am a lifelong singer who has been involved with numerous groups as a performer and board member, and I love cooking and traveling.

WHY PMA?
After many years of working with huge institutions, I love the satisfaction of working closely with people. I genuinely believe that we follow an investment approach that gives clients the best chance to build wealth over time in a sensible, time-tested way.

SERVICE
David Wellborn, principal, served on the Board of the Harvard Glee Club Foundation from 2009 to 2017, holding the positions of vice president, chair of the Governance Committee, and ultimately president. The Board manages the endowment that supports not only the club but also choral music in general, including the commissioning of new music, festivals, and the awarding of the Harvard Glee Club Medal.