David Vanech is Senior Director of Investments at The Vance Group of Oppenheimer & Co. Inc. The Providence, Rhode Island-based financial expert holds a B.A. in American Studies from Wesleyan University, and has risen through the ranks of the finance industry. He first cut his teeth as a Financial Advisor for Morgan Stanley for over four years and has been the Senior Director of Investments for Oppenheimer & Co. Inc. for nearly a decade. David plays a pivotal role in building forward-thinking strategies and providing wealth management consultation for “high-net-worth individuals, families, and institutions.” In addition to his financial expertise, David is an active volunteer and member of the local Providence, Rhode Island community. He is a board member for the Partnership for Philanthropic Planning of Rhode Island, a board member for the Providence After School Alliance, and a myriad of other volunteer groups.
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