David B. Kantor
BA, Harvard University; MBA, The Wharton School, University of Pennsylvania
YEAR STARTED at PMA
Chief investment officer of a regional bank in New Mexico | cofounder of a small investment bank in New York focused on arranging mergers, acquisitions, and other business combinations between money management companies and large financial institutions | also worked at a large national consulting firm with institutional investment managers
SPECIAL EXPERTISE/ FOCUS AREAS
Evaluating money managers both qualitatively and quantitatively and assessing their results, as well as helping clients set realistic market-based financial goals
Member of the town investment committee for Rockport, Me.| vice-chair of Bay Chamber, a concert series and music school in Camden, Me.
I am an active boater who sailed to Bermuda three times before switching to power. My family and I spend summers exploring the coast of Maine and its islands. I also study piano with teachers in New Mexico and New York.
PMA is able to select from among the best money managers in the country and use each one for their own particular area of expertise, rather than rely on the kind of one-stop shopping offered by brokerage firms and large money managers.