David Ricchini

David Ricchini is a Trading Associate at Apollon Wealth Management, LLC based in Omaha, NE. In this role, he is responsible for executing trading strategies and supporting portfolio management activities, ensuring efficient trade execution and contributing to the management of client portfolios. His work primarily involves public market securities, with a focus on equities, fixed income, and mutual fund transactions for high-net-worth and institutional clients.

Previously, David held the position of Private Wealth Analyst at Feltz WealthPlan, where he provided analytical support in portfolio allocation, asset selection, and client reporting. Prior to that, he was a Trading Specialist at Orion Advisor Solutions, gaining substantial experience in portfolio operations and order management across a broad array of investment vehicles. His professional background reflects a consistent focus on supporting portfolio management functions for wealth management firms.

David holds a Bachelor’s degree in Finance from the University of Nebraska at Omaha and an Associate's degree in Business Administration and Management from Metropolitan Community College. He is noted for his keen understanding of financial markets, operational diligence, and client service within the registered investment advisor (RIA) space. His expertise spans multi-asset trading, portfolio analytics, and investment operations, with a concentration on traditional asset classes such as US equities, taxable and municipal bonds, and mutual funds.