David Bosworth, MSA
Senior Investment Officer
275 Kennedy Drive
So. Burlington, VT 05403
802-865-1830
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Undergrad:
University of Vermont -
Grad/additional:
St. Michael's College -
Affiliations:
MSA (Masters in Science in Administration + Management) -
Started at MB:
1999 -
Years in VT:
Since 1968 -
Years in Banking/Finance:
Since 1988 -
Years in Investment Management:
1993 -
Native of:
Vermont
A Little More Background
A Vermont native who grew up in South Burlington, David has 23 years in finance and investments. He enjoys getting to know his customers and their families, building strong relationships and helping them achieve their goals. A former high school and college athlete, when he's not working, he can be found on the soccer field, running 10Ks, or coaching his childrens' soccer teams.
Get the right information: Select a Question or Concern below.
Emotional decisions have negatively impacted some of my investment decisions.
Who will take care of my family’s finances if I can’t?
My retirement savings and investing are not where they need to be.
Our non-profit needs more responsible management of its funds.
I run a successful business, but need help planning a successful retirement.
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