David Rajala is a portfolio manager for Nixon Peabody’s Private Clients group and the Watch Point Trust Company. He manages portfolios and selects securities for individual and institutional clients who rely on Nixon Peabody for estate, charitable giving and tax planning.
Currently, David’s attention is devoted to applying over thirty years of investment experience to managing clients’ financial assets in a manner that satisfies their expectations. This involves three primary activities.
Understanding clients’ objectives
David has helped a variety of clients organize their financial affairs and develop a realistic view of what their financial resources are likely to provide in the future. An objective view of how the financial markets have behaved historically is often an enlightening experience.
David has also developed and implemented asset allocation processes for large regional investment organizations. Most recently our focus on the relative attractiveness of different classes of assets has helped our clients to avoid disappointing results in the commodity markets.
Ultimately, investment performance is dependent on the securities selected in an individual portfolio. Continuous efforts to monitor the impact of industry change and economic developments on individual companies provided the insight for our clients to avoid significant holdings of financial stocks in the 2008–9 crises.
New York University, M.B.A., Finance
Fordham College, B.A.
David is a CFA charterholder and a member of the CFA Institute, the Boston Security Analysts Society, and the Boston Economic Club.