David A. Batchelder, CFA, CFP®
Areas of Focus:
Mutual Fund Analysis
Stock Analysis
Fixed Income (Bond) Analysis
Asset Allocation
Portfolio Management
Retirement Income Planning
Small Business Valuations
Financial Credit and Lending
Financial Planning
Credentials:
Chartered Financial Analyst (CFA) charter holder, 2001
Certified Financial PlannerTM practitioner, 2009
Education:
He graduated from the University of New Hampshire, Whittemore School of Business & Economics (1991) with a Bachelor of Science in Business Administration. He subsequently earned his Master of Business Administration from Southern New Hampshire University in 2002.
David is a member of the CFA Institute, the Boston Security Analysts Society, and the Maine CFA Society. He serves on the Board of Directors of the Maine CFA Society.
Experience:
David worked in banking as a corporate loan officer and credit analyst at Bank of New Hampshire from 1992 to 1997.
He worked as an investment analyst at Prime Buchholz & Associates, Inc. in Portsmouth, NH, from 1998 to 2000.
He worked as an associate research analyst for Tucker Anthony Sutro Capital Markets, a bank equity research firm in Portland, Maine, from 2000 to 2001.
Prior to joining Mackensen & Company, he worked as a valuation analyst for Atlantic Management Company, Inc., a business valuation and financial advisory firm in Portsmouth, NH, from 2001 to 2004.
David joined Mackensen & Company in February 2004.
David lives in Hampton, NH with his wife and two sons.
Email your questions to info@mackensen.com