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David Diefenbach

Wealth Management & Family Office Executive

David Diefenbach is an exceptional wealth management professional with a track record of spearheading groundbreaking initiatives in the ultra-high net worth, high net worth, and affluent markets. Renowned for his role as a catalyst in driving innovation, he excels as a team builder and a trusted advisor to top-tier financial institutions' senior management. With a robust educational background, including an MBA in Marketing & Finance from Fordham Gabelli School of Business, a BA in Economics from Trinity College-Hartford, and experience in various prestigious organizations, David brings a wealth of expertise and insights to the financial industry.

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Location

Philadelphia, Pennsylvania, United States