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David Rosenblum

Portfolio Manager at Brinker Capital Investments, LLC

Philadelphia, PA , United States

About

David Rosenblum is a Senior Portfolio Manager at Brinker Capital Investments, LLC, based in Philadelphia, PA, where he is responsible for overseeing multi-asset portfolios and developing investment strategies for a diverse range of clients. His role at Brinker involves asset allocation, performance analysis, and risk management across equities, fixed income, and alternative investments, serving both institutional and high-net-worth investors.

David specializes in portfolio management focused on global equities, fixed income securities, and diversified multi-asset solutions, leveraging extensive experience in financial operations and investment analysis. Prior to joining Brinker Capital, he held roles as Manager, Global Finance Operations at Agrofresh and Investment Analyst at American Cornerstone Group, strengthening his expertise in financial modeling, sector analysis, and operational efficiency.

He holds a Bachelor of Science in Business, Finance from Penn State, underpinning his analytical approach and knowledge base. David’s career is marked by a strong track record in delivering client-centric investment solutions, with significant contributions in portfolio construction, performance optimization, and risk mitigation within the asset management industry.

Career History

OrganizationRoleDate RangeDetails
Brinker CapitalPortfolio ManagerMay 2022 to Present
AgrofreshManager, Global Finance OperationsNov 2021 to May 2022
American Cornerstone GroupInvestment AnalystJul 2017 to May 2022
AgrofreshSenior Financial AnalystFeb 2019 to Oct 2021
Apple Leisure GroupSenior Financial AnalystSep 2018 to Feb 2019
Apple Leisure GroupFinancial Analyst - Fp and AAug 2017 to Sep 2018
Visiting Nurse Group, Inc.Business AnalystSep 2016 to Aug 2017
Resource Real EstateVice President of SalesMay 2015 to Jan 2016
Resource Real EstateInternal WholesalerJul 2014 to May 2015
JacksonInternal WholesalerJun 2011 to Jun 2014
Penn State UniversityStudentJul 2007 to May 2011
TdSmall Business Commercial Loan AnalystJun 2010 to Aug 2010
Advantage One Insurance IncSearch Engine Optimization InternMay 2009 to Aug 2009
Lincoln Financial GroupLighthouse Planning Consultants InternMay 2009 to Aug 2009
The Farmers and Mechanics BankBank TellerSep 2005 to Jun 2007
Susquehanna BankBank TellerMay 2006 to Sep 2006

Education

Penn State

Bachelor of Science, Business, Finance

2007 2011

Skills & Expertise

Microsoft Office
Finance
Business Development
Life Insurance
SEO
Outlook
Microsoft Word
PowerPoint
Banking
Mutual Funds
Financial Services
Microsoft Excel
Customer Service
Insurance
Data Analysis
Retirement Planning
Social Media
Sales
Series 63
Trading
Series 7
Investments
Fixed Annuities
Leadership
Public Speaking
Salesforce.com
SAP HANA
Qlik Sense
S&P Capital Iq
Hyperion
Bloomberg Terminal
QlikView

Others at Brinker Capital Investments, LLC (7)

NameRoleLocation
Francisco Rodriguez
Francisco Rodriguez
Investment Research AnalystOmaha, NE , United States
G
Grant Engelbart
Senior Portfolio ManagerOmaha, NE , United States
G
Greg Vradenburg
PrincipalPowell, OH , United States
M
Mark Yoder
Portfolio ManagerPhiladelphia, PA , United States
R
Ryan Karch
Portfolio ManagerPhiladelphia, PA , United States
Gregory King
Gregory King
Investment AnalystPhiladelphia, PA , United States
W
Will Girton
Senior Investment AnalystNew York, NY , United States